Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.01% | 0.02% | Q2 2012 | Q3 2023 | 45 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.02% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.10% | 0.18% | 0.47% | Q2 2013 | Q3 2023 | 42 |
STALEY CAPITAL ADVISERS INC | 42 | 42 | 0.05% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.08% | 0.49% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.13% | 0.66% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.40% | 2.20% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.40% | 0.65% | 1.18% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LaFleur & Godfrey LLC | 42 | 42 | 0.35% | 0.76% | 1.18% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FCA CORP /TX | 42 | 42 | 1.46% | 2.20% | 2.83% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.07% | 1.06% | 4.36% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 35 | 6 | 0.04% | 0.18% | 0.55% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 40 | 1 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Regal Investment Advisors LLC | 41 | 41 | 0.32% | 0.79% | 3.20% | Q3 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 41 | 41 | 0.07% | 0.44% | 1.60% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.10% | 0.40% | Q4 2013 | Q3 2023 | 41 |
Destination Wealth Management | 41 | 41 | 0.85% | 1.77% | 3.70% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.92% | 4.14% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
JAMES INVESTMENT RESEARCH INC | 41 | 41 | 0.00% | 1.01% | 2.52% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 41 | 41 | 0.00% | 0.07% | 0.30% | Q3 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
CHATHAM CAPITAL GROUP, INC. | 34 | 7 | 0.20% | 2.84% | 5.06% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.10% | 0.42% | Q4 2013 | Q3 2023 | 40 |
Creative Planning | 33 | 7 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 40 |
SSI INVESTMENT MANAGEMENT LLC | 34 | 6 | 0.03% | 0.34% | 0.84% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.14% | 0.73% | Q3 2013 | Q3 2023 | 40 |
ALESCO ADVISORS LLC | 40 | 40 | 0.04% | 2.90% | 7.93% | Q4 2013 | Q3 2023 | 40 |
WHITE PINE CAPITAL LLC | 40 | 40 | 0.05% | 0.66% | 3.42% | Q4 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 35 | 4 | 0.00% | 0.71% | 3.96% | Q4 2013 | Q3 2023 | 39 |
Cetera Advisors LLC | 39 | 39 | 0.02% | 0.13% | 0.44% | Q1 2014 | Q3 2023 | 39 |
Penobscot Investment Management Company, Inc. | 39 | 39 | 0.11% | 0.54% | 0.91% | Q1 2014 | Q3 2023 | 39 |
LINCOLN NATIONAL CORP | 31 | 8 | 0.02% | 0.25% | 0.64% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.06% | 0.24% | Q1 2014 | Q3 2023 | 39 |
PINNACLE ASSOCIATES LTD | 25 | 3 | 0.00% | 0.06% | 0.30% | Q4 2013 | Q3 2023 | 38 |
CABOT WEALTH MANAGEMENT INC | 29 | 9 | 0.04% | 0.37% | 1.28% | Q2 2013 | Q4 2022 | 38 |
WELCH & FORBES LLC | 38 | 38 | 0.01% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
Laffer Tengler Investments, Inc. | 38 | 38 | 0.06% | 0.32% | 1.33% | Q3 2013 | Q4 2022 | 38 |
Cetera Advisor Networks LLC | 30 | 7 | 0.02% | 0.11% | 0.28% | Q4 2013 | Q3 2023 | 37 |
VICUS CAPITAL | 37 | 37 | 0.04% | 0.41% | 1.50% | Q3 2014 | Q3 2023 | 37 |
Rehmann Capital Advisory Group | 20 | 2 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 37 |
Efficient Advisors, LLC | 37 | 37 | 0.02% | 0.23% | 0.42% | Q2 2014 | Q2 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.01% | 0.12% | 0.62% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.10% | 0.54% | 1.67% | Q4 2014 | Q3 2023 | 36 |
PEDDOCK CAPITAL ADVISORS, LLC | 36 | 36 | 0.10% | 1.07% | 2.70% | Q4 2014 | Q3 2023 | 36 |
CAPTRUST FINANCIAL ADVISORS | 23 | 1 | 0.00% | 0.04% | 0.26% | Q3 2013 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.24% | 0.80% | Q4 2013 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Towercrest Capital Management | 36 | 36 | 1.41% | 3.87% | 6.36% | Q4 2014 | Q3 2023 | 36 |
FIRST UNITED BANK & TRUST | 35 | 35 | 0.15% | 0.70% | 2.02% | Q1 2015 | Q3 2023 | 35 |
1832 Asset Management L.P. | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 35 |
OPPENHEIMER & CO INC | 31 | 4 | 0.01% | 0.10% | 0.21% | Q1 2014 | Q3 2023 | 35 |
ST GERMAIN D J CO INC | 32 | 3 | 0.00% | 1.93% | 4.14% | Q2 2013 | Q4 2023 | 35 |
COLONY GROUP LLC | 14 | 9 | 0.01% | 0.10% | 0.41% | Q4 2013 | Q2 2023 | 35 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 35 | 35 | 0.05% | 0.23% | 0.81% | Q2 2014 | Q4 2022 | 35 |
LEUTHOLD GROUP, LLC | 12 | 1 | 0.09% | 1.16% | 3.30% | Q3 2013 | Q1 2023 | 35 |
Dakota Wealth Management | 17 | 3 | 0.04% | 0.46% | 1.33% | Q4 2014 | Q3 2023 | 34 |
BANK OF THE WEST | 34 | 34 | 0.10% | 2.40% | 6.38% | Q3 2014 | Q4 2022 | 34 |
MERIDIAN MANAGEMENT CO | 34 | 34 | 0.25% | 1.55% | 7.20% | Q2 2015 | Q3 2023 | 34 |
HOLLENCREST CAPITAL MANAGEMENT | 25 | 4 | 0.00% | 0.07% | 0.20% | Q4 2013 | Q3 2023 | 34 |
Stratos Wealth Partners, LTD. | 24 | 10 | 0.01% | 0.16% | 0.85% | Q1 2015 | Q3 2023 | 34 |
Valmark Advisers, Inc. | 19 | 14 | 0.01% | 0.29% | 1.06% | Q3 2013 | Q3 2023 | 33 |
REGIONS FINANCIAL CORP | 33 | 33 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q3 2023 | 33 |
Baker Avenue Asset Management, LP | 27 | 3 | 0.03% | 0.70% | 1.56% | Q2 2013 | Q3 2023 | 33 |
Allworth Financial LP | 32 | 1 | 0.00% | 0.50% | 5.71% | Q1 2015 | Q3 2023 | 33 |
Dynamic Advisor Solutions LLC | 33 | 33 | 0.04% | 0.42% | 1.02% | Q3 2015 | Q3 2023 | 33 |
Freedom Investment Management, Inc. | 21 | 12 | 0.03% | 0.33% | 0.92% | Q1 2013 | Q3 2022 | 33 |
Granite Investment Advisors, LLC | 33 | 33 | 0.53% | 1.08% | 1.67% | Q3 2013 | Q3 2021 | 33 |
WOODMONT INVESTMENT COUNSEL LLC | 32 | 32 | 0.04% | 0.67% | 1.47% | Q2 2015 | Q1 2023 | 32 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 32 | 32 | 0.01% | 0.04% | 0.18% | Q2 2015 | Q1 2023 | 32 |
MV CAPITAL MANAGEMENT, INC. | 32 | 32 | 0.00% | 10.08% | 19.32% | Q4 2014 | Q3 2022 | 32 |
M&T BANK CORP | 15 | 2 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 32 |
HUNTINGTON NATIONAL BANK | 29 | 1 | 0.00% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 32 |
Mariner, LLC | 30 | 2 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.03% | 0.08% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Capital Investment Services of America, Inc. | 32 | 32 | 0.14% | 2.19% | 4.20% | Q4 2015 | Q3 2023 | 32 |
SCOTIA CAPITAL INC. | 25 | 6 | 0.03% | 0.11% | 0.30% | Q3 2014 | Q3 2023 | 31 |
Eagle Ridge Investment Management | 31 | 31 | 0.93% | 1.43% | 2.14% | Q3 2015 | Q1 2023 | 31 |
JANE STREET GROUP, LLC | 24 | 1 | 0.00% | 0.06% | 0.71% | Q1 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.10% | 1.13% | Q1 2016 | Q3 2023 | 31 |
STEPHENS INC /AR/ | 27 | 1 | 0.01% | 0.06% | 0.20% | Q2 2014 | Q3 2023 | 31 |
Cetera Investment Advisers | 27 | 4 | 0.05% | 0.12% | 0.31% | Q4 2015 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.28% | 0.83% | Q4 2015 | Q3 2023 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.39% | 1.40% | 2.95% | Q1 2016 | Q3 2023 | 31 |
PARK AVENUE SECURITIES LLC | 26 | 5 | 0.02% | 0.15% | 0.59% | Q4 2015 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 31 |
STATE STREET CORP | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
NewSquare Capital LLC | 20 | 1 | 0.00% | 1.24% | 9.08% | Q2 2013 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.03% | 0.31% | 0.96% | Q1 2016 | Q3 2023 | 30 |
BANK HAPOALIM BM | 27 | 27 | 0.02% | 0.15% | 1.49% | Q3 2015 | Q1 2022 | 30 |
FIFTH THIRD BANCORP | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
FMR LLC | 21 | 9 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 30 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 19 | 1 | 0.02% | 1.05% | 4.74% | Q3 2013 | Q4 2022 | 30 |
DEUTSCHE BANK AG\ | 24 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 30 |
Glenview Trust Co | 28 | 1 | 0.03% | 1.05% | 4.87% | Q4 2014 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 17 | 12 | 0.02% | 0.15% | 0.27% | Q2 2013 | Q3 2020 | 29 |
COMERICA BANK | 19 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 29 | 29 | 0.25% | 7.55% | 21.09% | Q4 2015 | Q4 2022 | 29 |
PRUDENTIAL FINANCIAL INC | 28 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 29 |
HSBC HOLDINGS PLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.20% | 0.99% | Q2 2013 | Q3 2023 | 28 |
Ifrah Financial Services, Inc. | 28 | 28 | 1.47% | 2.26% | 3.22% | Q4 2016 | Q3 2023 | 28 |
WEATHERLY ASSET MANAGEMENT L. P. | 28 | 28 | 0.03% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 0.73% | 1.46% | 2.58% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.74% | 2.75% | 3.77% | Q2 2016 | Q3 2023 | 28 |
Horan Securities, Inc. | 15 | 6 | 0.01% | 0.28% | 1.34% | Q1 2016 | Q2 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 1 | 0.02% | 0.17% | 0.94% | Q2 2014 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.13% | 0.81% | Q4 2016 | Q3 2023 | 28 |
MYCIO WEALTH PARTNERS, LLC | 28 | 28 | 0.03% | 0.16% | 0.42% | Q4 2016 | Q3 2023 | 28 |
Sarasin & Partners LLP | 14 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Altavista Wealth Management, Inc. | 27 | 27 | 0.08% | 0.38% | 0.85% | Q2 2015 | Q4 2021 | 27 |
IHT Wealth Management, LLC | 17 | 10 | 0.00% | 0.10% | 1.20% | Q4 2016 | Q3 2023 | 27 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.14% | 0.42% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.07% | 0.39% | 1.33% | Q2 2013 | Q4 2019 | 27 |
BEACON FINANCIAL GROUP | 27 | 27 | 0.21% | 1.32% | 5.75% | Q1 2017 | Q3 2023 | 27 |
WRAPMANAGER INC | 26 | 1 | 0.12% | 0.77% | 1.66% | Q4 2015 | Q3 2023 | 27 |
WEALTHSOURCE PARTNERS, LLC | 20 | 3 | 0.04% | 0.13% | 0.40% | Q1 2016 | Q3 2023 | 27 |
Astor Investment Management LLC | 14 | 13 | 0.00% | 1.40% | 10.84% | Q4 2016 | Q3 2023 | 27 |
Clearwater Capital Advisors, LLC | 25 | 2 | 0.06% | 0.23% | 0.42% | Q2 2016 | Q1 2023 | 27 |
Verity Asset Management, Inc. | 21 | 6 | 0.21% | 3.65% | 11.69% | Q2 2015 | Q1 2022 | 27 |
CAPE COD FIVE CENTS SAVINGS BANK | 27 | 27 | 0.11% | 1.67% | 2.44% | Q1 2017 | Q3 2023 | 27 |
GAMBLE JONES INVESTMENT COUNSEL | 27 | 27 | 0.08% | 0.34% | 0.85% | Q2 2013 | Q4 2019 | 27 |
CWM, LLC | 18 | 1 | 0.00% | 0.34% | 1.86% | Q3 2015 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 16 | 1 | 0.00% | 0.09% | 0.32% | Q3 2014 | Q4 2021 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.02% | 0.05% | 0.14% | Q4 2014 | Q3 2021 | 27 |
FIRST HAWAIIAN BANK | 21 | 2 | 0.01% | 0.07% | 0.19% | Q3 2015 | Q3 2023 | 26 |
Capital Asset Advisory Services LLC | 26 | 26 | 0.19% | 1.02% | 4.30% | Q2 2017 | Q3 2023 | 26 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 26 | 26 | 0.05% | 0.20% | 0.61% | Q2 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 26 |
Patten Group, Inc. | 15 | 1 | 0.05% | 0.16% | 0.60% | Q4 2014 | Q3 2023 | 26 |
Banco Santander, S.A. | 26 | 26 | 0.01% | 0.11% | 1.27% | Q2 2017 | Q3 2023 | 26 |
Newman Dignan & Sheerar, Inc. | 24 | 2 | 0.01% | 0.22% | 2.19% | Q2 2016 | Q4 2022 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.08% | 0.18% | 0.31% | Q2 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.06% | 0.22% | 0.77% | Q1 2017 | Q3 2023 | 26 |
Bartlett & Co. LLC | 16 | 10 | 0.01% | 0.12% | 0.47% | Q2 2017 | Q4 2023 | 26 |
Bison Wealth, LLC | 15 | 11 | 0.04% | 0.15% | 0.24% | Q1 2015 | Q2 2022 | 26 |
Garde Capital, Inc. | 25 | 25 | 0.06% | 0.10% | 0.15% | Q2 2014 | Q2 2020 | 25 |
CENTRAL TRUST Co | 24 | 1 | 0.00% | 0.07% | 0.27% | Q1 2014 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.14% | Q2 2017 | Q2 2023 | 25 |
Betterment LLC | 25 | 25 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Avantax Planning Partners, Inc. | 21 | 1 | 0.01% | 0.05% | 0.20% | Q1 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 17 | 8 | 0.00% | 0.28% | 0.81% | Q2 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 25 |
WESBANCO BANK INC | 11 | 3 | 0.04% | 0.11% | 0.35% | Q1 2017 | Q3 2023 | 25 |
Legacy Private Trust Co. | 25 | 25 | 0.09% | 1.41% | 4.44% | Q2 2013 | Q2 2019 | 25 |
Baird Financial Group, Inc. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
LVZ, Inc. | 19 | 2 | 0.07% | 1.91% | 12.88% | Q4 2013 | Q4 2022 | 25 |
Curbstone Financial Management Corp | 25 | 25 | 0.11% | 0.67% | 2.34% | Q1 2014 | Q1 2020 | 25 |
Chesley Taft & Associates LLC | 25 | 25 | 0.02% | 0.16% | 0.32% | Q3 2017 | Q3 2023 | 25 |
Alpha Cubed Investments, LLC | 23 | 2 | 0.17% | 1.27% | 3.19% | Q2 2014 | Q3 2023 | 25 |
Camarda Financial Advisors, LLC | 25 | 25 | 0.01% | 1.40% | 3.43% | Q2 2013 | Q2 2019 | 25 |
Haverford Trust Co | 24 | 24 | 0.01% | 0.37% | 0.74% | Q4 2017 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.10% | 0.65% | 2.76% | Q4 2017 | Q3 2023 | 24 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 24 |
Avidian Wealth Solutions, LLC | 23 | 1 | 0.02% | 2.36% | 12.02% | Q4 2013 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.09% | 0.18% | 0.30% | Q4 2017 | Q3 2023 | 24 |
SEI INVESTMENTS CO | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.13% | 1.98% | 4.83% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.03% | 0.18% | 1.82% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.14% | 0.25% | 0.40% | Q4 2017 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.00% | 0.12% | 0.36% | Q2 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.01% | 0.23% | 0.92% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 1 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.01% | 0.17% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 0.24% | 0.63% | 1.36% | Q4 2017 | Q3 2023 | 24 |
High Falls Advisors, Inc | 22 | 2 | 0.07% | 1.96% | 14.53% | Q4 2016 | Q1 2023 | 24 |
Shamrock Asset Management LLC | 13 | 11 | 0.01% | 0.41% | 1.96% | Q2 2013 | Q3 2019 | 24 |
Gradient Investments LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2022 | 24 |
AXA S.A. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.19% | 1.96% | 7.05% | Q4 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 24 | 24 | 0.03% | 0.14% | 0.53% | Q4 2017 | Q3 2023 | 24 |
DeGreen Capital Management LLC | 23 | 23 | 1.08% | 7.94% | 16.86% | Q1 2016 | Q3 2021 | 23 |
Advisors Preferred, LLC | 12 | 1 | 0.18% | 1.28% | 5.95% | Q4 2013 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 23 |
THOMPSON DAVIS & CO., INC. | 15 | 8 | 0.01% | 0.43% | 0.93% | Q1 2015 | Q3 2023 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 1.12% | 3.96% | 13.48% | Q1 2018 | Q3 2023 | 23 |
Compagnie Lombard Odier SCmA | 17 | 6 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 23 |
ANCHOR CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.30% | 0.91% | Q1 2018 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.08% | 0.30% | 0.76% | Q4 2017 | Q2 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.03% | 0.31% | 2.00% | Q1 2018 | Q3 2023 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.21% | 0.57% | 1.02% | Q2 2013 | Q4 2018 | 23 |
Proficio Capital Partners LLC | 23 | 23 | 0.15% | 1.60% | 6.94% | Q1 2018 | Q3 2023 | 23 |
SIGNET FINANCIAL MANAGEMENT, LLC | 20 | 1 | 0.01% | 0.79% | 2.54% | Q4 2014 | Q4 2021 | 23 |
LeJeune Puetz Investment Counsel LLC | 23 | 23 | 2.41% | 3.46% | 4.24% | Q3 2017 | Q1 2023 | 23 |
EASTERN BANK | 23 | 23 | 0.02% | 1.30% | 1.81% | Q2 2014 | Q4 2019 | 23 |
Arete Wealth Advisors, LLC | 12 | 1 | 0.02% | 0.08% | 0.28% | Q1 2017 | Q2 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.06% | 0.27% | Q2 2017 | Q4 2022 | 23 |
PARSONS CAPITAL MANAGEMENT INC/RI | 22 | 1 | 0.01% | 0.12% | 0.18% | Q1 2015 | Q3 2023 | 23 |
Live Your Vision, LLC | 23 | 23 | 0.02% | 1.75% | 6.99% | Q3 2013 | Q1 2019 | 23 |
Brown Advisory Securities, LLC | 22 | 1 | 0.06% | 0.18% | 0.30% | Q3 2015 | Q2 2022 | 23 |
Hilltop Holdings Inc. | 22 | 1 | 0.06% | 0.65% | 2.71% | Q2 2013 | Q3 2023 | 23 |
Sutton Wealth Advisors Inc. | 23 | 23 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2021 | 23 |
Simplicity Solutions, LLC | 21 | 1 | 0.04% | 0.13% | 0.50% | Q3 2016 | Q1 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 0.38% | 1.97% | 3.32% | Q4 2017 | Q2 2023 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 23 | 23 | 0.00% | 0.01% | 0.13% | Q1 2018 | Q3 2023 | 23 |
LEVEL FOUR ADVISORY SERVICES, LLC | 15 | 2 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q2 2023 | 23 |
Jaffetilchin Investment Partners, LLC | 15 | 7 | 0.08% | 1.92% | 3.42% | Q1 2017 | Q3 2023 | 22 |
Shepherd Financial Partners LLC | 22 | 22 | 0.04% | 0.10% | 0.30% | Q2 2018 | Q3 2023 | 22 |
180 WEALTH ADVISORS, LLC | 22 | 22 | 0.06% | 0.33% | 0.58% | Q4 2017 | Q1 2023 | 22 |
MEITAV INVESTMENT HOUSE LTD | 17 | 5 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 22 |
Wellington Shields Capital Management, LLC | 14 | 8 | 0.04% | 0.08% | 0.22% | Q1 2017 | Q3 2023 | 22 |
Beaumont Financial Partners, LLC | 9 | 6 | 0.02% | 0.67% | 2.66% | Q2 2013 | Q2 2021 | 22 |
Belpointe Asset Management LLC | 18 | 1 | 0.04% | 0.27% | 0.95% | Q3 2017 | Q3 2023 | 22 |
BOSTON ADVISORS LLC | 12 | 1 | 0.01% | 0.12% | 0.41% | Q4 2013 | Q3 2019 | 22 |
Transamerica Financial Advisors, Inc. | 22 | 22 | 0.00% | 0.15% | 0.65% | Q2 2013 | Q3 2018 | 22 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22 | 22 | 0.06% | 0.45% | 1.08% | Q2 2018 | Q3 2023 | 22 |
Financial Enhancement Group LLC | 22 | 22 | 0.00% | 1.89% | 10.12% | Q2 2015 | Q3 2020 | 22 |
Polaris Wealth Advisory Group, LLC | 11 | 2 | 0.38% | 1.68% | 3.95% | Q2 2013 | Q2 2022 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.03% | 0.17% | 0.55% | Q2 2018 | Q3 2023 | 22 |
BB&T SECURITIES, LLC | 21 | 1 | 0.01% | 0.17% | 0.47% | Q3 2013 | Q3 2019 | 22 |
Norway Savings Bank | 15 | 7 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
GREAT LAKES ADVISORS, LLC | 21 | 21 | 0.04% | 0.48% | 1.02% | Q2 2013 | Q2 2018 | 21 |
Westover Capital Advisors, LLC | 21 | 21 | 0.36% | 3.72% | 8.12% | Q1 2014 | Q1 2019 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.11% | 0.22% | Q2 2017 | Q2 2022 | 21 |
Alpha Omega Wealth Management LLC | 17 | 1 | 0.00% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.39% | 0.88% | Q3 2018 | Q3 2023 | 21 |
SECURIAN ASSET MANAGEMENT, INC | 21 | 21 | 0.05% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.04% | 0.68% | 4.98% | Q3 2018 | Q3 2023 | 21 |
CREDIT SUISSE AG/ | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2023 | 21 |
MCF Advisors LLC | 17 | 1 | 0.00% | 0.48% | 0.99% | Q1 2017 | Q3 2022 | 21 |
Strategic Wealth Partners, Ltd. | 21 | 21 | 0.04% | 0.96% | 4.92% | Q4 2017 | Q4 2022 | 21 |
ETRADE Capital Management LLC | 21 | 21 | 0.01% | 0.07% | 0.19% | Q3 2015 | Q3 2020 | 21 |
Financial Advocates Investment Management | 20 | 1 | 0.03% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 21 |
Ironsides Asset Advisors, LLC | 21 | 21 | 0.12% | 1.25% | 4.30% | Q2 2014 | Q2 2019 | 21 |
OmniStar Financial Group, Inc. | 21 | 21 | 0.25% | 1.47% | 3.49% | Q4 2017 | Q4 2022 | 21 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
IMA Wealth, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Lee Financial Co | 21 | 21 | 0.00% | 0.08% | 0.15% | Q1 2018 | Q1 2023 | 21 |
Community Bank, N.A. | 21 | 21 | 0.11% | 0.29% | 0.47% | Q3 2015 | Q3 2020 | 21 |
Rezny Wealth Management, Inc. | 21 | 21 | 0.00% | 4.60% | 6.27% | Q3 2018 | Q3 2023 | 21 |
TRUIST FINANCIAL CORP | 21 | 21 | 0.02% | 0.12% | 0.44% | Q3 2018 | Q3 2023 | 21 |
IndexIQ Advisors LLC | 21 | 21 | 0.03% | 1.17% | 2.97% | Q1 2017 | Q1 2022 | 21 |
NOTTINGHAM ADVISORS, INC. | 21 | 21 | 0.12% | 0.22% | 0.34% | Q3 2015 | Q3 2020 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.50% | 1.34% | 2.80% | Q1 2017 | Q2 2022 | 21 |
Parkside Financial Bank & Trust | 15 | 6 | 0.01% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 21 |
Steinberg Global Asset Management | 11 | 10 | 0.93% | 2.98% | 4.55% | Q2 2013 | Q1 2019 | 21 |
FDx Advisors, Inc. | 14 | 1 | 0.02% | 0.15% | 0.66% | Q4 2013 | Q1 2022 | 21 |
NVWM, LLC | 21 | 21 | 0.00% | 0.25% | 0.85% | Q4 2017 | Q4 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2022 | 21 |
Integrated Wealth Concepts LLC | 21 | 21 | 0.02% | 0.31% | 0.79% | Q3 2018 | Q3 2023 | 21 |
West Branch Capital LLC | 11 | 10 | 0.06% | 0.30% | 1.15% | Q2 2018 | Q3 2023 | 21 |
PROTECTIVE LIFE CORP | 20 | 20 | 1.64% | 2.08% | 2.32% | Q3 2018 | Q2 2023 | 20 |
NTV ASSET MANAGEMENT LLC | 11 | 9 | 0.09% | 0.15% | 0.20% | Q4 2016 | Q3 2023 | 20 |
Mathes Company, Inc. | 20 | 20 | 0.14% | 0.35% | 0.62% | Q4 2013 | Q3 2018 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.36% | 2.32% | 4.96% | Q4 2018 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.03% | 0.12% | 0.32% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.34% | 0.68% | Q4 2017 | Q3 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.14% | 1.52% | 3.27% | Q4 2018 | Q3 2023 | 20 |
BARINGS LLC | 20 | 20 | 0.37% | 1.38% | 3.09% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.04% | 1.01% | 3.81% | Q4 2018 | Q3 2023 | 20 |
Clarus Wealth Advisors | 20 | 20 | 0.10% | 0.90% | 3.76% | Q3 2018 | Q2 2023 | 20 |
Pinnacle Wealth Management Advisory Group, LLC | 9 | 3 | 0.05% | 0.46% | 1.46% | Q4 2014 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.35% | 0.95% | 1.80% | Q4 2018 | Q3 2023 | 20 |
SUNTRUST BANKS INC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2019 | 20 |
Vectors Research Management, LLC | 20 | 20 | 0.75% | 2.13% | 4.62% | Q4 2018 | Q3 2023 | 20 |
Advocacy Wealth Management Services, LLC | 11 | 9 | 0.01% | 6.83% | 20.62% | Q1 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.43% | 3.41% | 6.61% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 20 | 20 | 0.49% | 8.55% | 19.57% | Q2 2017 | Q1 2022 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.14% | 1.87% | 3.27% | Q1 2016 | Q4 2020 | 20 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 20 |
Fortis Advisors, LLC | 14 | 6 | 0.00% | 0.47% | 1.11% | Q2 2017 | Q2 2023 | 20 |
VNBTrust, National Association | 20 | 20 | 0.10% | 0.16% | 0.24% | Q3 2013 | Q2 2018 | 20 |
Wealthstar Advisors, LLC | 10 | 9 | 0.06% | 0.14% | 0.32% | Q1 2018 | Q3 2023 | 19 |
Aureus Asset Management, LLC | 19 | 19 | 0.12% | 0.24% | 0.45% | Q4 2017 | Q2 2022 | 19 |
LifePlan Financial Group, Inc | 15 | 4 | 0.01% | 0.93% | 9.60% | Q2 2013 | Q3 2020 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
EXANE DERIVATIVES | 19 | 19 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 19 |
Pinnacle Bancorp, Inc. | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Concorde Asset Management, LLC | 19 | 19 | 0.15% | 0.61% | 1.18% | Q3 2016 | Q1 2021 | 19 |
FormulaFolio Investments, LLC | 19 | 19 | 0.00% | 1.54% | 9.20% | Q4 2016 | Q2 2021 | 19 |
Sage Advisory Services, Ltd.Co. | 13 | 1 | 0.27% | 0.89% | 3.08% | Q1 2017 | Q1 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Trek Financial, LLC | 18 | 1 | 0.06% | 0.30% | 0.75% | Q4 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.07% | 0.34% | 2.15% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.03% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Wealthspire Advisors, L.P. | 19 | 19 | 0.00% | 0.06% | 0.08% | Q4 2015 | Q2 2020 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.18% | 0.36% | 0.83% | Q1 2019 | Q3 2023 | 19 |
Cito Capital Group, LLC | 19 | 19 | 0.25% | 0.38% | 0.60% | Q2 2018 | Q4 2022 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Strategic Investment Advisors / MI | 18 | 1 | 0.06% | 0.48% | 1.45% | Q4 2018 | Q3 2023 | 19 |
CPWM, LLC | 19 | 19 | 0.02% | 0.10% | 0.31% | Q1 2018 | Q3 2022 | 19 |
HNP Capital LLC | 18 | 18 | 0.58% | 2.31% | 5.14% | Q4 2018 | Q1 2023 | 18 |
AJ WEALTH STRATEGIES, LLC | 18 | 18 | 0.03% | 2.42% | 9.50% | Q4 2016 | Q1 2021 | 18 |
Bell Rock Capital LLC | 15 | 1 | 0.02% | 0.28% | 0.90% | Q1 2017 | Q3 2022 | 18 |
RiverFront Investment Group, LLC | 8 | 5 | 0.01% | 0.47% | 1.34% | Q1 2018 | Q4 2022 | 18 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.04% | 0.14% | Q3 2011 | Q3 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q3 2019 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.29% | 2.59% | 5.37% | Q4 2018 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 11 | 7 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 18 |
RAND WEALTH, LLC | 18 | 18 | 0.66% | 1.17% | 1.65% | Q2 2014 | Q3 2018 | 18 |
Brinker Capital Investments, LLC | 11 | 1 | 0.00% | 1.22% | 2.51% | Q2 2013 | Q4 2022 | 18 |
FIRST FOUNDATION ADVISORS | 13 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2022 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.06% | 0.72% | 3.00% | Q2 2015 | Q3 2019 | 18 |
Lowe Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
Capital Advisors, Ltd. LLC | 11 | 7 | 0.00% | 0.10% | 0.36% | Q2 2017 | Q3 2023 | 18 |
IPG Investment Advisors LLC | 17 | 1 | 0.05% | 1.12% | 2.49% | Q3 2018 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.01% | 0.10% | 0.44% | Q2 2013 | Q4 2022 | 18 |
Asset Dedication, LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Strategic Blueprint, LLC | 10 | 2 | 0.03% | 0.13% | 0.40% | Q4 2018 | Q3 2023 | 18 |
Windham Capital Management, LLC | 15 | 3 | 0.04% | 5.53% | 13.89% | Q2 2013 | Q3 2018 | 18 |
Csenge Advisory Group | 17 | 1 | 0.05% | 0.19% | 0.87% | Q3 2018 | Q3 2023 | 18 |
Smart Portfolios, LLC | 18 | 18 | 0.81% | 13.92% | 25.06% | Q3 2015 | Q4 2019 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.15% | 0.32% | 0.51% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.07% | 0.24% | Q2 2013 | Q3 2017 | 18 |
First Heartland Consultants, Inc. | 10 | 8 | 0.02% | 0.20% | 0.55% | Q1 2015 | Q1 2020 | 18 |
Bouchey Financial Group Ltd | 13 | 1 | 0.05% | 2.52% | 4.24% | Q4 2013 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 1 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.44% | 1.64% | Q1 2018 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q2 2017 | 17 |
BALDWIN BROTHERS LLC/MA | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.02% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Allianz Asset Management GmbH | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 17 |
Keel Point, LLC | 11 | 6 | 0.04% | 1.15% | 3.22% | Q1 2018 | Q3 2023 | 17 |
Vontobel Swiss Wealth Advisors AG | 16 | 1 | 0.10% | 3.29% | 5.50% | Q3 2015 | Q2 2021 | 17 |
Columbus Macro, LLC | 17 | 17 | 0.06% | 0.65% | 0.96% | Q1 2019 | Q1 2023 | 17 |
Roundview Capital LLC | 11 | 2 | 0.16% | 0.63% | 0.95% | Q2 2013 | Q3 2023 | 17 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 17 |
CHILTON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Realta Investment Advisors | 13 | 4 | 0.05% | 0.14% | 0.20% | Q1 2019 | Q3 2023 | 17 |
Hudock, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 17 |
Ellis Investment Partners, LLC | 16 | 1 | 0.04% | 0.12% | 0.27% | Q4 2018 | Q3 2023 | 17 |
Cottage Street Advisors LLC | 14 | 3 | 0.35% | 0.44% | 0.60% | Q1 2018 | Q2 2022 | 17 |
TD Ameritrade Trust Co | 17 | 17 | 0.18% | 0.35% | 0.59% | Q3 2013 | Q3 2017 | 17 |
Karp Capital Management Corp | 17 | 17 | 0.52% | 1.83% | 4.07% | Q3 2018 | Q3 2022 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.00% | 0.06% | 0.08% | Q4 2018 | Q4 2022 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q4 2022 | 17 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.07% | 0.22% | Q4 2017 | Q3 2023 | 17 |
WealthPLAN Partners, LLC | 13 | 1 | 0.00% | 0.13% | 0.42% | Q4 2015 | Q2 2023 | 16 |
D'Orazio & Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2018 | 16 |
Intellectus Partners, LLC | 6 | 4 | 0.07% | 0.14% | 0.23% | Q2 2017 | Q1 2023 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.43% | 1.64% | Q4 2019 | Q3 2023 | 16 |
Summit Asset Management, LLC | 16 | 16 | 0.08% | 0.32% | 0.78% | Q4 2019 | Q3 2023 | 16 |
GREENWOOD CAPITAL ASSOCIATES LLC | 16 | 16 | 0.14% | 0.37% | 0.70% | Q3 2013 | Q2 2017 | 16 |
RFG Advisory, LLC | 10 | 2 | 0.02% | 0.24% | 0.52% | Q1 2017 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.31% | 0.78% | 1.68% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.02% | 0.12% | 0.59% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.06% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
HBK Sorce Advisory LLC | 15 | 1 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q4 2021 | 16 |
Crabel Capital Management, LLC | 8 | 4 | 0.22% | 1.19% | 2.84% | Q4 2017 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.07% | 4.99% | 13.98% | Q4 2019 | Q3 2023 | 16 |
RONALD BLUE & CO LLC | 16 | 16 | 0.02% | 0.27% | 2.01% | Q3 2013 | Q2 2017 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.39% | 2.46% | 4.23% | Q4 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.20% | 0.30% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.31% | 0.52% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 16 |
PETTYJOHN, WOOD & WHITE, INC | 16 | 16 | 0.16% | 0.21% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Roble, Belko & Company, Inc | 16 | 16 | 0.00% | 1.41% | 2.55% | Q3 2017 | Q2 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Demars Financial Group, LLC | 16 | 16 | 0.64% | 8.31% | 24.70% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.44% | 3.85% | 13.35% | Q4 2019 | Q3 2023 | 16 |
StrategIQ Financial Group, LLC | 16 | 16 | 0.04% | 0.28% | 0.39% | Q2 2018 | Q1 2022 | 16 |
IFC Holdings Incorporated/FL | 11 | 5 | 0.02% | 0.46% | 1.67% | Q2 2013 | Q4 2017 | 16 |
Cadence Bank | 16 | 16 | 0.20% | 0.32% | 0.48% | Q4 2019 | Q3 2023 | 16 |
SWISS RE LTD | 16 | 16 | 4.26% | 7.79% | 40.29% | Q3 2014 | Q2 2018 | 16 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.03% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 16 |
RBA Wealth Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.23% | Q1 2019 | Q3 2023 | 16 |
Efficient Market Advisors, LLC | 16 | 16 | 8.90% | 12.40% | 17.15% | Q2 2013 | Q1 2017 | 16 |
MATHER GROUP, LLC. | 10 | 1 | 0.01% | 2.66% | 9.85% | Q3 2013 | Q2 2021 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.12% | 0.88% | Q4 2019 | Q3 2023 | 16 |
AFAM CAPITAL, INC. | 13 | 3 | 0.12% | 2.16% | 4.88% | Q2 2013 | Q3 2018 | 16 |
Vanguard Capital Wealth Advisors | 9 | 1 | 0.73% | 1.59% | 4.82% | Q4 2017 | Q1 2022 | 16 |
FIRST MANHATTAN CO. LLC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Bigelow Investment Advisors, LLC | 16 | 16 | 0.29% | 1.61% | 2.52% | Q4 2019 | Q3 2023 | 16 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Brookstone Capital Management | 7 | 2 | 0.00% | 0.19% | 0.69% | Q3 2018 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.01% | 0.48% | 1.07% | Q1 2020 | Q3 2023 | 15 |
People's United Financial, Inc. | 15 | 15 | 0.01% | 0.12% | 0.26% | Q3 2018 | Q1 2022 | 15 |
Stillwater Capital Advisors, LLC | 15 | 15 | 1.57% | 2.76% | 3.70% | Q4 2018 | Q2 2022 | 15 |
Weatherstone Capital Management | 12 | 3 | 0.22% | 1.91% | 4.90% | Q2 2013 | Q3 2018 | 15 |
CreativeOne Wealth, LLC | 15 | 15 | 0.04% | 0.21% | 0.49% | Q1 2020 | Q3 2023 | 15 |
GRIMES & COMPANY, INC. | 14 | 1 | 0.02% | 0.37% | 5.11% | Q4 2017 | Q2 2022 | 15 |
PATTON ALBERTSON MILLER GROUP, LLC | 15 | 15 | 0.10% | 2.24% | 10.24% | Q3 2016 | Q1 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.08% | 0.14% | 0.31% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.11% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 2 | 0.05% | 0.18% | 0.54% | Q2 2018 | Q3 2023 | 15 |
Pekin Hardy Strauss, Inc. | 15 | 15 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q1 2022 | 15 |
Single Point Partners, LLC | 10 | 5 | 1.33% | 2.87% | 10.06% | Q4 2019 | Q3 2023 | 15 |
Argent Trust Co | 14 | 1 | 0.02% | 0.26% | 0.37% | Q1 2015 | Q4 2022 | 15 |
Wolff Financial Management LLC | 9 | 6 | 0.07% | 0.39% | 0.72% | Q4 2019 | Q3 2023 | 15 |
Edmonds Duncan Registered Investment Advisors, LLC | 15 | 15 | 0.09% | 0.28% | 0.48% | Q1 2017 | Q3 2020 | 15 |
Joseph P. Lucia & Associates, LLC | 11 | 4 | 0.02% | 1.00% | 3.57% | Q1 2019 | Q3 2023 | 15 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.03% | 0.24% | Q2 2016 | Q1 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
SVB WEALTH LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
HARTLINE INVESTMENT CORP/ | 11 | 4 | 0.19% | 0.36% | 1.21% | Q4 2019 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 5 | 0.01% | 0.11% | 0.44% | Q4 2018 | Q3 2023 | 15 |
HOHIMER WEALTH MANAGEMENT, LLC | 12 | 3 | 0.08% | 0.19% | 1.06% | Q4 2019 | Q3 2023 | 15 |
Mount Lucas Management LP | 15 | 15 | 0.02% | 0.14% | 0.26% | Q2 2016 | Q4 2019 | 15 |
Cypress Capital, LLC | 6 | 4 | 0.18% | 0.50% | 0.92% | Q4 2018 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.20% | 0.35% | Q2 2016 | Q4 2019 | 15 |
CAPSTONE ASSET MANAGEMENT CO | 15 | 15 | 0.63% | 0.82% | 1.00% | Q4 2013 | Q2 2017 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.30% | 0.78% | 1.07% | Q4 2019 | Q3 2023 | 15 |
WESCAP Management Group, Inc. | 15 | 15 | 1.56% | 2.25% | 3.15% | Q1 2020 | Q3 2023 | 15 |
Midwest Professional Planners, LTD. | 10 | 2 | 0.00% | 0.59% | 1.02% | Q1 2018 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.03% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Redhawk Wealth Advisors, Inc. | 9 | 1 | 0.04% | 0.47% | 2.11% | Q3 2018 | Q3 2023 | 15 |
DFPG INVESTMENTS, LLC | 14 | 14 | 0.02% | 0.76% | 1.12% | Q2 2020 | Q3 2023 | 14 |
Phoenix Holdings Ltd. | 12 | 2 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q1 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.14% | 0.25% | Q4 2019 | Q3 2023 | 14 |
QUANTUM CAPITAL MANAGEMENT | 14 | 14 | 0.08% | 2.33% | 4.04% | Q4 2016 | Q1 2020 | 14 |
PEOPLES FINANCIAL SERVICES CORP. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 14 |
SG Americas Securities, LLC | 6 | 3 | 0.00% | 0.04% | 0.19% | Q3 2016 | Q2 2021 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.05% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Laidlaw Wealth Management LLC | 14 | 14 | 0.06% | 0.45% | 1.70% | Q1 2020 | Q2 2023 | 14 |
BREMER TRUST NATIONAL ASSOCIATION | 14 | 14 | 0.16% | 0.28% | 0.46% | Q3 2015 | Q4 2018 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.08% | 0.40% | 1.25% | Q1 2017 | Q2 2020 | 14 |
Gradient Capital Advisors, LLC | 14 | 14 | 0.19% | 0.28% | 0.39% | Q4 2018 | Q1 2022 | 14 |
CX Institutional | 9 | 5 | 0.00% | 0.65% | 1.79% | Q2 2018 | Q2 2022 | 14 |
Donald L. Hagan, LLC | 14 | 14 | 0.76% | 2.26% | 5.82% | Q2 2017 | Q3 2020 | 14 |
AlphaMark Advisors, LLC | 14 | 14 | 0.04% | 0.86% | 2.17% | Q4 2018 | Q1 2022 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 2 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q2 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 4 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 14 |
Capital Investment Advisors, LLC | 11 | 3 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2021 | 14 |
Stelac Advisory Services LLC | 10 | 4 | 0.08% | 0.45% | 1.01% | Q1 2020 | Q3 2023 | 14 |
Coastline Trust Co | 12 | 2 | 0.03% | 0.13% | 0.22% | Q2 2018 | Q2 2022 | 14 |
Occidental Asset Management, LLC | 8 | 3 | 0.07% | 0.90% | 3.14% | Q4 2016 | Q3 2023 | 14 |
M Holdings Securities, Inc. | 8 | 1 | 0.03% | 0.11% | 0.33% | Q3 2014 | Q1 2023 | 14 |
McGuire Investment Group, LLC | 8 | 6 | 0.04% | 1.65% | 4.14% | Q3 2018 | Q3 2023 | 14 |
FIRST NATIONAL CORP /MA/ /ADV | 11 | 3 | 0.05% | 0.14% | 0.32% | Q4 2018 | Q3 2023 | 14 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 6 | 0.07% | 0.19% | 0.30% | Q2 2013 | Q3 2023 | 14 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.05% | 0.21% | Q1 2018 | Q3 2023 | 14 |
Cordasco Financial Network | 9 | 2 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q1 2020 | 14 |
Kohmann Bosshard Financial Services, LLC | 12 | 2 | 0.05% | 0.55% | 2.79% | Q4 2016 | Q2 2020 | 14 |
PIEDMONT INVESTMENT ADVISORS INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 14 |
US FINANCIAL ADVISORS, LLC | 12 | 2 | 0.12% | 1.79% | 2.70% | Q4 2015 | Q3 2023 | 14 |
TD ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 14 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Cypress Wealth Services, LLC | 7 | 6 | 0.07% | 0.23% | 0.40% | Q2 2018 | Q3 2023 | 13 |
Foothills Asset Management, Ltd. | 13 | 13 | 0.36% | 0.78% | 1.52% | Q1 2017 | Q1 2020 | 13 |
Kingfisher Capital LLC | 12 | 1 | 0.29% | 0.96% | 1.36% | Q3 2013 | Q4 2016 | 13 |
Stockman Wealth Management, Inc. | 9 | 4 | 0.12% | 0.85% | 2.75% | Q4 2016 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Inscription Capital, LLC | 9 | 2 | 0.10% | 0.49% | 3.40% | Q4 2018 | Q3 2023 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 2.12% | 3.70% | 7.05% | Q4 2018 | Q4 2021 | 13 |
Capital Wealth Alliance, LLC | 7 | 6 | 0.16% | 0.44% | 1.22% | Q4 2019 | Q3 2023 | 13 |
Virginia National Bank | 7 | 6 | 0.10% | 1.54% | 4.89% | Q3 2018 | Q3 2023 | 13 |
NATIONAL PLANNING CORP | 10 | 1 | 0.01% | 0.07% | 0.26% | Q3 2013 | Q3 2017 | 13 |
Frisch Financial Group, Inc. | 11 | 2 | 0.22% | 1.70% | 5.09% | Q4 2018 | Q3 2023 | 13 |
D. SCOTT NEAL, INC. | 7 | 6 | 0.19% | 0.92% | 1.92% | Q4 2013 | Q4 2019 | 13 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 9 | 4 | 0.01% | 0.28% | 0.48% | Q4 2016 | Q3 2023 | 13 |
Lido Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q2 2023 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Newfound Research LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q4 2018 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Loudon Investment Management, LLC | 13 | 13 | 0.23% | 0.34% | 0.49% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.24% | 0.82% | Q1 2014 | Q4 2021 | 13 |
Friedenthal Financial | 6 | 1 | 0.21% | 1.40% | 3.56% | Q1 2018 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 10 | 3 | 0.00% | 0.05% | 0.25% | Q4 2019 | Q3 2023 | 13 |
Hanson & Doremus Investment Management | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.05% | 0.18% | Q1 2013 | Q3 2023 | 13 |
ALETHEA CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.65% | 0.83% | 1.03% | Q4 2014 | Q4 2017 | 13 |
Van Hulzen Asset Management, LLC | 6 | 3 | 0.02% | 0.14% | 0.73% | Q4 2018 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 2 | 0.02% | 0.11% | 0.68% | Q1 2014 | Q1 2023 | 13 |
Canal Insurance CO | 13 | 13 | 1.06% | 1.26% | 1.65% | Q3 2020 | Q3 2023 | 13 |
BEAM WEALTH ADVISORS, INC. | 13 | 13 | 0.21% | 1.14% | 3.62% | Q4 2019 | Q4 2022 | 13 |
Ledyard National Bank | 13 | 13 | 0.05% | 0.27% | 0.45% | Q1 2017 | Q1 2020 | 13 |
Haverford Financial Services, Inc. | 7 | 6 | 0.07% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 12 | 12 | 0.32% | 0.84% | 1.12% | Q3 2013 | Q2 2016 | 12 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 9 | 3 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 12 | 0.00% | 0.04% | 0.17% | Q1 2017 | Q4 2019 | 12 |
OPTIMUM INVESTMENT ADVISORS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Jackson Hole Capital Partners, LLC | 12 | 12 | 0.08% | 0.14% | 0.25% | Q4 2018 | Q3 2021 | 12 |
Portland Global Advisors LLC | 10 | 2 | 0.75% | 1.66% | 2.38% | Q2 2014 | Q1 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.01% | 0.41% | 2.23% | Q1 2020 | Q4 2022 | 12 |
Smart Money Group LLC | 9 | 3 | 0.11% | 0.33% | 0.58% | Q4 2017 | Q1 2021 | 12 |
Capital Advantage, Inc. | 6 | 6 | 0.54% | 3.55% | 8.24% | Q4 2013 | Q3 2023 | 12 |
Pensionmark Financial Group, LLC | 9 | 1 | 0.06% | 0.09% | 0.15% | Q2 2019 | Q4 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Williams Jones Wealth Management, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Old North State Trust, LLC | 10 | 2 | 0.01% | 0.65% | 2.19% | Q3 2018 | Q1 2023 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q4 2022 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2017 | 12 |
Riggs Asset Managment Co. Inc. | 11 | 1 | 0.02% | 2.24% | 5.08% | Q1 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.05% | 0.51% | 1.47% | Q4 2020 | Q3 2023 | 12 |
LexAurum Advisors, LLC | 8 | 1 | 0.06% | 0.13% | 0.27% | Q3 2018 | Q3 2022 | 12 |
Winslow, Evans & Crocker, Inc. | 7 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q4 2020 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.10% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Live Oak Private Wealth LLC | 12 | 12 | 0.04% | 0.71% | 0.90% | Q2 2020 | Q1 2023 | 12 |
NORRIS PERNE & FRENCH LLP/MI | 12 | 12 | 0.04% | 0.05% | 0.13% | Q1 2014 | Q4 2016 | 12 |
Outlook Wealth Advisors, LLC | 12 | 12 | 0.11% | 0.25% | 1.17% | Q1 2020 | Q4 2022 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 2.14% | 2.47% | 2.61% | Q4 2020 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.14% | 0.71% | 1.66% | Q4 2015 | Q3 2018 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.45% | 1.87% | 3.04% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.19% | 0.47% | 0.93% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2019 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.14% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.08% | 0.29% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.05% | 0.19% | 0.48% | Q1 2016 | Q1 2023 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.23% | 1.60% | Q4 2018 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
New Potomac Partners, LLC | 12 | 12 | 1.40% | 4.14% | 5.57% | Q4 2017 | Q3 2020 | 12 |
Moloney Securities Asset Management, LLC | 7 | 2 | 0.08% | 0.20% | 0.63% | Q1 2017 | Q1 2023 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 0.17% | 1.58% | 4.06% | Q4 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.19% | 0.71% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 0.05% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
LifePro Asset Management | 12 | 12 | 0.18% | 0.87% | 1.58% | Q2 2020 | Q1 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.01% | 0.11% | 0.27% | Q4 2020 | Q3 2023 | 12 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 12 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 12 | 12 | 0.09% | 2.05% | 3.52% | Q4 2017 | Q3 2020 | 12 |
Founders Financial Alliance, LLC | 12 | 12 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
Altus Wealth Management, LLC | 12 | 12 | 2.12% | 3.25% | 4.83% | Q4 2019 | Q3 2022 | 12 |
Concert Wealth Management Inc. | 7 | 5 | 0.04% | 0.10% | 0.36% | Q3 2013 | Q3 2016 | 12 |
BANK OF HAWAII | 12 | 12 | 0.04% | 0.50% | 0.70% | Q3 2018 | Q2 2021 | 12 |
CNO Financial Group, Inc. | 8 | 4 | 5.64% | 27.56% | 56.71% | Q1 2018 | Q1 2023 | 12 |
Sheaff Brock Investment Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q1 2019 | 12 |
BOSTON FAMILY OFFICE LLC | 12 | 12 | 0.17% | 0.46% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Family Advisors, LLC | 7 | 1 | 1.10% | 2.50% | 5.45% | Q1 2017 | Q4 2022 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.23% | 0.64% | 1.44% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 11 | 11 | 0.06% | 0.12% | 0.22% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 9 | 1 | 0.00% | 0.21% | 0.55% | Q1 2018 | Q3 2023 | 11 |
EQUITY INVESTMENT CORP | 11 | 11 | 0.01% | 0.14% | 0.19% | Q2 2020 | Q4 2022 | 11 |
Bank Pictet & Cie (Europe) AG | 6 | 1 | 0.02% | 0.13% | 0.33% | Q1 2017 | Q1 2020 | 11 |
Advisors Capital Management, LLC | 11 | 11 | 0.02% | 0.79% | 1.06% | Q2 2018 | Q4 2020 | 11 |
HL FINANCIAL SERVICES LLC | 6 | 5 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q1 2019 | 11 |
Edge Wealth Management LLC | 11 | 11 | 0.11% | 0.22% | 0.32% | Q1 2018 | Q3 2020 | 11 |
MACRO Consulting Group | 11 | 11 | 0.37% | 3.96% | 6.58% | Q4 2018 | Q2 2021 | 11 |
Private Advisory Group LLC | 7 | 4 | 0.26% | 0.59% | 1.19% | Q3 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Ballentine Partners, LLC | 11 | 11 | 0.09% | 0.22% | 0.36% | Q2 2017 | Q4 2019 | 11 |
Buffington Mohr McNeal | 10 | 1 | 0.03% | 0.45% | 0.72% | Q2 2013 | Q1 2019 | 11 |
ARGUS INVESTORS' COUNSEL, INC. | 11 | 11 | 0.15% | 0.27% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Lombard Odier & Cie (Canada), Limited Partnership | 11 | 11 | 0.17% | 0.42% | 1.25% | Q1 2014 | Q3 2016 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.02% | 0.34% | 0.67% | Q4 2017 | Q3 2020 | 11 |
Oxinas Partners Wealth Management LLC | 11 | 11 | 0.14% | 1.47% | 3.30% | Q1 2021 | Q3 2023 | 11 |
Sterling Investment Advisors, Ltd. | 10 | 1 | 0.00% | 0.05% | 0.07% | Q1 2017 | Q4 2019 | 11 |
CENTAURUS FINANCIAL, INC. | 5 | 2 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q3 2022 | 11 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 11 |
Sierra Capital LLC | 11 | 11 | 0.74% | 0.98% | 1.20% | Q1 2021 | Q3 2023 | 11 |
Buckingham Capital Management, Inc. | 11 | 11 | 0.06% | 2.34% | 4.44% | Q1 2014 | Q3 2016 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.27% | 2.94% | 5.34% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q1 2017 | 11 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q4 2021 | 11 |
SUMMIT FINANCIAL GROUP, INC. | 11 | 11 | 0.14% | 0.27% | 0.55% | Q1 2021 | Q3 2023 | 11 |
ATWOOD & PALMER INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.02% | 0.93% | 2.21% | Q2 2018 | Q4 2020 | 11 |
Hoxton Financial, Inc. | 11 | 11 | 4.48% | 5.39% | 6.69% | Q3 2013 | Q1 2016 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Wealth Quarterback LLC | 5 | 1 | 0.18% | 0.93% | 2.44% | Q1 1987 | Q4 2022 | 11 |
NOESIS CAPITAL MANGEMENT CORP | 9 | 1 | 0.05% | 0.07% | 0.09% | Q3 2018 | Q2 2022 | 11 |
Valeo Financial Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2020 | 11 |
MainStreet Investment Advisors LLC | 11 | 11 | 0.02% | 0.66% | 1.45% | Q3 2018 | Q1 2021 | 11 |
Atlas Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.38% | 0.66% | Q4 2019 | Q2 2022 | 11 |
MD Financial Management Inc. | 11 | 11 | 1.09% | 1.70% | 2.68% | Q2 2019 | Q4 2021 | 11 |
SIGNATUREFD, LLC | 5 | 2 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q2 2023 | 11 |
Coco Enterprises, LLC | 9 | 2 | 4.21% | 5.73% | 7.93% | Q4 2020 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
IBERIABANK CORP | 11 | 11 | 0.10% | 0.20% | 0.34% | Q4 2017 | Q2 2020 | 11 |
GeoWealth Management, LLC | 7 | 1 | 0.04% | 0.36% | 1.34% | Q4 2019 | Q4 2022 | 11 |
SII INVESTMENTS INC/WI | 5 | 1 | 0.02% | 0.12% | 0.46% | Q4 2013 | Q4 2017 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 2 | 0.00% | 0.30% | 0.68% | Q2 2014 | Q2 2020 | 11 |
AlphaStar Capital Management, LLC | 6 | 2 | 0.00% | 0.41% | 1.17% | Q1 2018 | Q3 2023 | 10 |
Wilshire Advisors LLC | 8 | 1 | 1.02% | 1.99% | 2.35% | Q2 2016 | Q1 2022 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.07% | 1.01% | 2.24% | Q1 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 1.02% | 1.69% | 2.47% | Q4 2015 | Q1 2018 | 10 |
WestEnd Advisors, LLC | 10 | 10 | 0.00% | 0.75% | 1.70% | Q1 2017 | Q2 2019 | 10 |
Seelaus Asset Management LLC | 10 | 10 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q1 2023 | 10 |
Claraphi Advisory Network, LLC | 6 | 4 | 0.09% | 0.40% | 0.67% | Q4 2018 | Q4 2022 | 10 |
Hudson Portfolio Management LLC | 10 | 10 | 1.48% | 2.70% | 3.35% | Q2 2021 | Q3 2023 | 10 |
ANDERSON HOAGLAND & CO | 10 | 10 | 0.04% | 0.18% | 0.35% | Q4 2020 | Q1 2023 | 10 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q4 2021 | 10 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Klingman & Associates, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q3 2017 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2015 | 10 |
EFG Asset Management (Americas) Corp. | 10 | 10 | 0.47% | 0.85% | 1.42% | Q3 2016 | Q4 2018 | 10 |
BLACKROCK ADVISORS LLC | 7 | 3 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2016 | 10 |
DUBUQUE BANK & TRUST CO | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2016 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Tillar-Wenstrup Advisors, LLC | 3 | 2 | 3.77% | 4.43% | 5.55% | Q1 2018 | Q4 2022 | 10 |
TWIN CAPITAL MANAGEMENT INC | 9 | 1 | 0.02% | 0.11% | 0.14% | Q2 2016 | Q2 2019 | 10 |
Renaissance Technologies | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
WBI INVESTMENTS, LLC | 10 | 10 | 0.12% | 0.16% | 0.29% | Q2 2013 | Q3 2015 | 10 |
Provident Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Close Asset Management Ltd | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Dorsey & Whitney Trust CO LLC | 8 | 2 | 0.02% | 0.13% | 0.91% | Q1 2021 | Q3 2023 | 10 |
Birchcreek Wealth Management, LLC | 10 | 10 | 0.36% | 0.56% | 0.63% | Q4 2020 | Q1 2023 | 10 |
Annex Advisory Services, LLC | 9 | 1 | 0.02% | 0.09% | 0.51% | Q4 2018 | Q2 2022 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 1 | 0.05% | 0.08% | 0.18% | Q3 2013 | Q3 2017 | 10 |
HOWE & RUSLING INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2022 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q1 2018 | 10 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 10 | 10 | 0.29% | 3.75% | 8.72% | Q3 2013 | Q4 2015 | 10 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.15% | 0.41% | 0.92% | Q1 2019 | Q4 2022 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2015 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q1 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.04% | 0.16% | Q3 2013 | Q2 2017 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2015 | 10 |
BADGLEY PHELPS & BELL INC | 10 | 10 | 0.08% | 0.64% | 0.92% | Q3 2016 | Q4 2018 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.30% | 1.18% | 3.94% | Q2 2021 | Q3 2023 | 10 |
Spectrum Management Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
PICTET ASSET MANAGEMENT LTD | 10 | 10 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q1 2019 | 10 |
APPLETON PARTNERS INC/MA | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2019 | 10 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.09% | 0.29% | Q1 2017 | Q3 2022 | 10 |
Invesco Ltd. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.41% | 0.56% | 0.93% | Q4 2021 | Q4 2023 | 9 |
AMJ Financial Wealth Management | 5 | 4 | 0.10% | 2.94% | 6.00% | Q2 2021 | Q3 2023 | 9 |
Braver Wealth Management, LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q4 2016 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.03% | 0.05% | 0.10% | Q4 2014 | Q4 2016 | 9 |
SOL Capital Management CO | 7 | 2 | 0.12% | 0.25% | 0.31% | Q2 2017 | Q3 2019 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.13% | 0.35% | Q2 2013 | Q2 2023 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
Ausdal Financial Partners, Inc. | 8 | 1 | 0.06% | 0.09% | 0.14% | Q4 2015 | Q4 2018 | 9 |
Argent Advisors, Inc. | 9 | 9 | 0.24% | 0.29% | 0.35% | Q1 2021 | Q1 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.24% | 0.97% | 1.54% | Q3 2021 | Q3 2023 | 9 |
Dana Investment Advisors, Inc. | 6 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Syverson Strege & Co | 8 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 1.99% | 2.12% | 2.19% | Q2 2013 | Q2 2015 | 9 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2018 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 2.28% | 3.84% | 4.50% | Q4 2017 | Q4 2019 | 9 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 4 | 0.03% | 0.04% | 0.08% | Q1 2021 | Q2 2023 | 9 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 9 |
Elmwood Wealth Management, Inc. | 9 | 9 | 0.22% | 0.54% | 0.75% | Q1 2018 | Q1 2020 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 6 | 1 | 0.02% | 0.05% | 0.24% | Q4 2018 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 5 | 4 | 0.02% | 0.17% | 0.69% | Q2 2019 | Q1 2023 | 9 |
Marble Harbor Investment Counsel, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.18% | 0.27% | 0.56% | Q4 2020 | Q4 2022 | 9 |
Alhambra Investment Management LLC | 9 | 9 | 0.22% | 0.44% | 0.75% | Q4 2019 | Q4 2021 | 9 |
Hudson Capital Management LLC | 9 | 9 | 5.04% | 7.94% | 10.03% | Q4 2017 | Q4 2019 | 9 |
Dentgroup LLC | 9 | 9 | 0.24% | 0.29% | 0.35% | Q4 2021 | Q4 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.17% | 0.41% | 0.63% | Q4 2020 | Q4 2022 | 9 |
Integrated Wealth Management | 9 | 9 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q1 2017 | 9 |
Antonetti Capital Management LLC | 5 | 4 | 0.74% | 2.61% | 5.52% | Q3 2013 | Q4 2022 | 9 |
MMA ASSET MANAGEMENT LLC | 9 | 9 | 1.24% | 2.10% | 2.85% | Q2 2021 | Q2 2023 | 9 |
Pettinga Financial Advisors LLC | 5 | 4 | 0.13% | 0.50% | 1.30% | Q4 2018 | Q1 2021 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.16% | 0.22% | 0.25% | Q3 2021 | Q3 2023 | 9 |
WealthTrust Fairport, LLC | 9 | 9 | 0.88% | 0.95% | 1.06% | Q1 2017 | Q1 2019 | 9 |
Krilogy Financial LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Simply Money Advisors | 6 | 3 | 0.00% | 4.03% | 6.47% | Q3 2013 | Q2 2016 | 9 |
GUARDIAN CAPITAL ADVISORS LP | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 9 |
NWAM LLC | 8 | 1 | 0.03% | 0.08% | 0.18% | Q2 2020 | Q3 2022 | 9 |
Emerald Advisors, LLC | 6 | 3 | 0.29% | 0.59% | 0.94% | Q1 2020 | Q3 2022 | 9 |
WJ Wealth Management, LLC | 8 | 1 | 0.19% | 5.45% | 13.62% | Q4 2019 | Q3 2023 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 9 |
Ruggie Capital Group | 4 | 2 | 0.01% | 0.58% | 2.48% | Q4 2014 | Q4 2018 | 9 |
Windsor Capital Management, LLC | 9 | 9 | 2.36% | 2.85% | 3.29% | Q3 2021 | Q3 2023 | 9 |
QUATTRO FINANCIAL ADVISORS LLC | 8 | 1 | 0.21% | 7.72% | 27.74% | Q1 2017 | Q4 2019 | 9 |
Fort Point Capital Partners LLC | 6 | 3 | 0.20% | 0.31% | 0.59% | Q3 2018 | Q4 2022 | 9 |
Harbour Capital Advisors, LLC | 4 | 1 | 0.00% | 0.21% | 0.37% | Q2 2013 | Q2 2018 | 9 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 9 |
Hayden Royal, LLC | 9 | 9 | 0.14% | 0.21% | 0.43% | Q4 2019 | Q4 2021 | 9 |
ZACKS INVESTMENT MANAGEMENT | 8 | 8 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q2 2023 | 8 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 1 | 0.01% | 0.38% | 0.56% | Q3 2018 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 2.03% | 3.55% | 4.73% | Q4 2021 | Q3 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 5 | 3 | 0.02% | 0.29% | 0.95% | Q1 2019 | Q4 2022 | 8 |
Rossmore Private Capital | 8 | 8 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q1 2023 | 8 |
TIEDEMANN ADVISORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Summit Place Financial Advisors, LLC | 8 | 8 | 0.35% | 0.71% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Global Atlantic Investment Advisors, LLC | 8 | 8 | 2.33% | 4.26% | 5.24% | Q4 2014 | Q3 2016 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.15% | 0.49% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Narus Financial Partners, LLC | 4 | 4 | 0.17% | 0.80% | 1.53% | Q4 2016 | Q4 2022 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.06% | 0.14% | 0.20% | Q1 2020 | Q4 2021 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 8 |
GRIES FINANCIAL LLC | 3 | 1 | 0.08% | 0.18% | 0.29% | Q1 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.12% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Old Port Advisors | 8 | 8 | 0.08% | 0.13% | 0.20% | Q2 2021 | Q1 2023 | 8 |
OIKOS HOLDINGS LLC | 8 | 8 | 14.15% | 36.38% | 62.53% | Q4 2017 | Q3 2019 | 8 |
Paradigm Financial Advisors, LLC | 8 | 8 | 0.17% | 0.25% | 0.45% | Q1 2020 | Q4 2021 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NEW ENGLAND ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 1.47% | 1.75% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Artemis Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Wealth Advisory Solutions, LLC | 6 | 2 | 0.36% | 0.44% | 0.54% | Q2 2021 | Q2 2023 | 8 |
Stone House Investment Management, LLC | 7 | 1 | 0.02% | 4.18% | 5.81% | Q1 2017 | Q1 2019 | 8 |
CAPITAL INSIGHT PARTNERS, LLC | 8 | 8 | 0.04% | 0.12% | 0.18% | Q2 2020 | Q1 2022 | 8 |
Golden State Equity Partners | 5 | 3 | 0.19% | 0.31% | 0.55% | Q1 2021 | Q3 2023 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.81% | 1.08% | 1.25% | Q4 2021 | Q3 2023 | 8 |
AEGON USA Investment Management, LLC | 8 | 8 | 0.01% | 0.64% | 1.81% | Q2 2013 | Q1 2015 | 8 |
FIRST TRUST ADVISORS LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.96% | 1.73% | 2.23% | Q4 2021 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.09% | 0.14% | Q1 2021 | Q4 2022 | 8 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Raab & Moskowitz Asset Management LLC | 8 | 8 | 0.11% | 0.67% | 0.95% | Q1 2018 | Q4 2019 | 8 |
Conservest Capital Advisors, Inc. | 7 | 1 | 2.65% | 2.95% | 3.30% | Q3 2017 | Q4 2019 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.24% | 0.38% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.25% | 0.51% | 0.75% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Sequoia Financial Advisors, LLC | 7 | 1 | 0.03% | 0.26% | 0.37% | Q4 2013 | Q3 2017 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.18% | 0.50% | 1.13% | Q4 2014 | Q3 2016 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.12% | 0.27% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Renasant Bank | 6 | 2 | 0.19% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 8 |
WealthOne, LLC | 6 | 1 | 0.12% | 0.25% | 0.44% | Q4 2018 | Q2 2023 | 8 |
Oak Asset Management, LLC | 4 | 1 | 0.16% | 0.31% | 0.49% | Q4 2017 | Q3 2022 | 8 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 8 | 0.04% | 0.88% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Cedar Brook Financial Partners, LLC | 8 | 8 | 0.12% | 0.23% | 0.27% | Q4 2018 | Q3 2020 | 8 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 8 |
Connecticut Wealth Management, LLC | 7 | 1 | 0.05% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.58% | 0.93% | 1.26% | Q4 2018 | Q3 2020 | 8 |
RWA WEALTH PARTNERS, LLC | 6 | 2 | 0.00% | 0.07% | 0.22% | Q1 2017 | Q3 2023 | 8 |
Sightline Wealth Advisors, LLC | 8 | 8 | 0.45% | 0.80% | 0.94% | Q4 2020 | Q3 2022 | 8 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2016 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Foundations Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.41% | 0.73% | 0.98% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 1.04% | 1.25% | 1.50% | Q4 2021 | Q3 2023 | 8 |
Kowal Investment Group, LLC | 8 | 8 | 0.06% | 0.16% | 0.31% | Q3 2021 | Q2 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
4J Wealth Management LLC | 8 | 8 | 0.23% | 0.28% | 0.35% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Crow Point Partners, LLC | 8 | 8 | 0.08% | 0.22% | 0.60% | Q1 2018 | Q4 2019 | 8 |
Stadion Money Management, LLC | 8 | 8 | 0.18% | 0.85% | 1.47% | Q2 2013 | Q1 2015 | 8 |
MONEY CONCEPTS CAPITAL CORP | 7 | 1 | 0.10% | 0.21% | 0.38% | Q1 2021 | Q2 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.08% | 0.20% | 0.24% | Q2 2018 | Q1 2020 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.74% | 5.29% | 9.89% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 2.93% | 4.85% | Q3 2018 | Q2 2020 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.32% | 0.40% | 0.46% | Q4 2021 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 8 |
ETF Store, Inc. | 8 | 8 | 2.32% | 2.76% | 3.17% | Q4 2021 | Q3 2023 | 8 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.08% | 0.16% | 0.22% | Q3 2020 | Q4 2022 | 8 |
CKW FINANCIAL GROUP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.05% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
McAdam, LLC | 3 | 2 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 8 |
Verition Fund Management LLC | 4 | 1 | 0.02% | 0.91% | 4.22% | Q4 2018 | Q2 2021 | 7 |
Trilogy Capital Inc. | 7 | 7 | 0.04% | 0.83% | 1.54% | Q2 2018 | Q4 2019 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.22% | 0.74% | Q4 2018 | Q4 2022 | 7 |
Relative Value Partners Group, LLC | 7 | 7 | 0.06% | 2.32% | 2.84% | Q4 2016 | Q2 2018 | 7 |
USAdvisors Wealth Management, LLC | 7 | 7 | 0.18% | 0.53% | 1.04% | Q4 2017 | Q2 2019 | 7 |
StoneX Group Inc. | 3 | 1 | 0.02% | 0.13% | 0.39% | Q1 2019 | Q2 2023 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2022 | 7 |
American Financial Advisors, LLC | 7 | 7 | 0.17% | 0.51% | 0.97% | Q1 2022 | Q3 2023 | 7 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 7 | 7 | 0.11% | 0.18% | 0.45% | Q1 2018 | Q3 2019 | 7 |
MA Private Wealth | 5 | 2 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q1 2021 | 7 |
CAPITAL CITY TRUST CO/FL | 7 | 7 | 0.18% | 0.22% | 0.29% | Q1 2020 | Q3 2021 | 7 |
Executive Wealth Management, LLC | 7 | 7 | 0.05% | 0.09% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Brouwer & Janachowski, LLC | 7 | 7 | 0.08% | 0.25% | 0.68% | Q4 2013 | Q2 2015 | 7 |
Values First Advisors, Inc. | 7 | 7 | 0.84% | 0.97% | 1.15% | Q4 2019 | Q2 2021 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.24% | 2.80% | 6.82% | Q3 2018 | Q1 2020 | 7 |
Capstone Financial Advisors, Inc. | 6 | 1 | 0.06% | 0.28% | 0.58% | Q4 2014 | Q4 2018 | 7 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 7 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 3 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q3 2021 | 7 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 7 |
Lebenthal Global Advisors, LLC | 6 | 1 | 0.13% | 0.21% | 0.31% | Q4 2020 | Q2 2023 | 7 |
TD Capital Management LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q1 2022 | 7 |
MBL Wealth, LLC | 4 | 1 | 0.81% | 1.76% | 2.40% | Q4 2020 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q4 2014 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.35% | 0.44% | 0.67% | Q1 2021 | Q4 2022 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.03% | 0.11% | 0.16% | Q4 2017 | Q2 2019 | 7 |
HoyleCohen, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q1 2017 | Q2 2023 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 7 | 7 | 0.05% | 0.11% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 6 | 1 | 0.66% | 0.76% | 0.83% | Q3 2016 | Q4 2018 | 7 |
Northeast Financial Consultants Inc | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2020 | 7 |
PINNACLE FINANCIAL PARTNERS INC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Carmel Capital Partners, LLC | 4 | 3 | 0.16% | 0.91% | 2.58% | Q4 2021 | Q3 2023 | 7 |
Vivaldi Capital Management LP | 7 | 7 | 0.05% | 0.09% | 0.22% | Q1 2021 | Q3 2022 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q2 2021 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.05% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Investmark Advisory Group LLC | 6 | 1 | 0.03% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 7 |
OAK HARBOR WEALTH PARTNERS, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Kerntke Otto McGlone Wealth Management Group | 6 | 1 | 0.11% | 0.18% | 0.26% | Q4 2019 | Q4 2022 | 7 |
American Financial Network Advisory Services LLC | 7 | 7 | 0.02% | 2.58% | 6.30% | Q4 2017 | Q2 2019 | 7 |
Bluefin Trading, LLC | 3 | 1 | 0.04% | 0.37% | 1.10% | Q4 2013 | Q3 2018 | 7 |
First Personal Financial Services | 6 | 1 | 0.00% | 0.17% | 0.23% | Q1 2018 | Q4 2019 | 7 |
TimeScale Financial, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 7 |
Aspire Private Capital, LLC | 6 | 1 | 0.00% | 0.22% | 0.50% | Q4 2018 | Q4 2022 | 7 |
Almanack Investment Partners, LLC. | 6 | 1 | 0.03% | 0.14% | 0.30% | Q1 2018 | Q3 2022 | 7 |
Destiny Wealth Partners, LLC | 7 | 7 | 0.47% | 0.65% | 0.77% | Q1 2022 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 5 | 2 | 0.06% | 0.30% | 0.58% | Q4 2018 | Q3 2021 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 7 | 0.74% | 0.99% | 1.07% | Q1 2022 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 5 | 2 | 0.12% | 0.62% | 1.55% | Q3 2021 | Q3 2023 | 7 |
Windhaven Investment Management, Inc. | 7 | 7 | 0.52% | 0.65% | 0.72% | Q2 2013 | Q4 2014 | 7 |
One Capital Management, LLC | 6 | 1 | 0.03% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 7 |
Bay Harbor Wealth Management, LLC | 6 | 1 | 0.00% | 0.15% | 0.36% | Q4 2018 | Q1 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.22% | 0.28% | 0.36% | Q3 2018 | Q1 2020 | 7 |
BOK Financial Private Wealth, Inc. | 7 | 7 | 0.24% | 0.26% | 0.27% | Q2 2016 | Q4 2017 | 7 |
Founders Capital Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 7 |
WALLER FINANCIAL PLANNING GROUP, INC | 7 | 7 | 0.71% | 2.77% | 5.71% | Q2 2022 | Q4 2023 | 7 |
Ford Financial Group, LLC | 7 | 7 | 0.02% | 0.10% | 0.13% | Q2 2020 | Q4 2021 | 7 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.57% | 1.02% | 1.51% | Q4 2021 | Q2 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.03% | 0.13% | Q1 2022 | Q3 2023 | 7 |
New England Private Wealth Advisors LLC | 5 | 2 | 0.07% | 0.21% | 0.32% | Q2 2013 | Q2 2020 | 7 |
Financial Partners Group, Inc | 4 | 3 | 0.07% | 0.51% | 1.17% | Q4 2017 | Q3 2023 | 7 |
ClearBridge Investments | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.20% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Darwin Wealth Management, LLC | 7 | 7 | 0.09% | 0.89% | 2.07% | Q4 2018 | Q2 2020 | 7 |
Montecito Bank & Trust | 7 | 7 | 0.22% | 0.52% | 1.53% | Q3 2018 | Q1 2020 | 7 |
Jackson Wealth Management, LLC | 7 | 7 | 1.28% | 2.46% | 4.06% | Q2 2018 | Q4 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.09% | 0.36% | 0.60% | Q2 2013 | Q4 2014 | 7 |
MCMORGAN & CO LLC | 7 | 7 | 0.64% | 2.02% | 2.89% | Q1 2022 | Q3 2023 | 7 |
INNEALTA CAPITAL, LLC | 7 | 7 | 0.36% | 3.06% | 7.39% | Q1 2022 | Q3 2023 | 7 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 7 | 7 | 0.13% | 2.35% | 4.39% | Q4 2020 | Q2 2022 | 7 |
Horizon Investments, LLC | 3 | 1 | 0.00% | 0.48% | 1.37% | Q1 2014 | Q3 2023 | 7 |
Peak Capital Management LLC | 7 | 7 | 0.15% | 0.50% | 0.98% | Q2 2017 | Q4 2018 | 7 |
CAPE ANN SAVINGS BANK | 6 | 1 | 0.43% | 2.95% | 4.34% | Q2 2018 | Q2 2020 | 7 |
Weaver Consulting Group | 4 | 3 | 0.07% | 0.98% | 2.06% | Q4 2019 | Q3 2023 | 7 |
First National Bank of South Miami | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 7 |
Benedetti & Gucer, Inc. | 7 | 7 | 0.46% | 0.58% | 0.70% | Q1 2022 | Q3 2023 | 7 |
Virtue Capital Management, LLC | 4 | 3 | 0.00% | 0.10% | 0.25% | Q4 2017 | Q1 2023 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q3 2018 | Q1 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
IFS Advisors, LLC | 7 | 7 | 0.06% | 0.11% | 0.21% | Q2 2022 | Q4 2023 | 7 |
HARVEY CAPITAL MANAGEMENT INC | 5 | 1 | 0.52% | 0.63% | 0.73% | Q2 2017 | Q1 2019 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
MONUMENTAL FINANCIAL GROUP INC. | 6 | 6 | 1.09% | 1.16% | 1.23% | Q2 2022 | Q3 2023 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.19% | 0.22% | 0.26% | Q4 2020 | Q1 2022 | 6 |
SYMONS CAPITAL MANAGEMENT INC | 6 | 6 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2021 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Byrne Asset Management LLC | 6 | 6 | 0.01% | 1.05% | 1.87% | Q4 2021 | Q1 2023 | 6 |
BAILARD, INC. | 4 | 2 | 0.01% | 0.10% | 0.19% | Q3 2018 | Q1 2022 | 6 |
FOCUS Wealth Advisors, LLC | 6 | 6 | 1.11% | 1.16% | 1.21% | Q2 2022 | Q3 2023 | 6 |
Blueprint Investment Partners LLC | 5 | 1 | 1.07% | 1.68% | 2.72% | Q1 2022 | Q3 2023 | 6 |
Surevest, LLC | 6 | 6 | 0.20% | 2.80% | 4.06% | Q4 2018 | Q1 2020 | 6 |
North Star Investment Management Corp. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hoese & Co LLP | 6 | 6 | 1.44% | 4.62% | 5.99% | Q1 2022 | Q2 2023 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 1.81% | 3.04% | 3.78% | Q2 2022 | Q3 2023 | 6 |
BTS Asset Management, Inc. | 6 | 6 | 0.18% | 0.73% | 1.99% | Q2 2022 | Q3 2023 | 6 |
BARD ASSOCIATES INC | 6 | 6 | 0.16% | 0.21% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2021 | 6 |
HRT FINANCIAL LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Galvin, Gaustad & Stein, LLC | 6 | 6 | 0.04% | 0.16% | 0.27% | Q4 2020 | Q1 2022 | 6 |
Smith, Salley & Associates | 6 | 6 | 0.02% | 0.14% | 0.36% | Q1 2021 | Q2 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.33% | 0.84% | 1.74% | Q2 2022 | Q3 2023 | 6 |
Aris Wealth Services, Inc. | 6 | 6 | 0.55% | 0.71% | 1.34% | Q2 2014 | Q3 2015 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.08% | 0.20% | Q2 2021 | Q3 2022 | 6 |
ProVise Management Group, LLC | 5 | 1 | 0.02% | 0.09% | 0.20% | Q1 2014 | Q3 2023 | 6 |
MRA Advisory Group | 6 | 6 | 3.62% | 4.52% | 5.76% | Q4 2021 | Q1 2023 | 6 |
Zurich Insurance Group Ltd/FI | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.15% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.60% | 0.87% | 1.10% | Q2 2022 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 1.41% | 2.47% | Q4 2021 | Q1 2023 | 6 |
Cooper Financial Group | 6 | 6 | 0.12% | 0.13% | 0.16% | Q4 2018 | Q1 2020 | 6 |
Blue Fin Capital, Inc. | 6 | 6 | 0.11% | 0.21% | 0.26% | Q2 2022 | Q3 2023 | 6 |
WILSEY ASSET MANAGEMENT INC | 6 | 6 | 0.08% | 2.00% | 6.68% | Q3 2020 | Q4 2021 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 5 | 1 | 0.02% | 0.09% | 0.20% | Q2 2019 | Q2 2023 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.12% | 0.23% | 0.35% | Q4 2013 | Q3 2015 | 6 |
TAP Consulting, LLC | 6 | 6 | 1.41% | 2.01% | 2.96% | Q2 2022 | Q3 2023 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.19% | 0.55% | 0.98% | Q2 2022 | Q3 2023 | 6 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.04% | 0.25% | 1.00% | Q3 2012 | Q4 2013 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.29% | 1.14% | 1.71% | Q4 2021 | Q1 2023 | 6 |
GFS Advisors, LLC | 6 | 6 | 0.07% | 0.14% | 0.21% | Q3 2021 | Q4 2022 | 6 |
LFA - Lugano Financial Advisors SA | 5 | 1 | 0.20% | 1.58% | 3.26% | Q2 2018 | Q4 2019 | 6 |
Modera Wealth Management, LLC | 4 | 2 | 0.04% | 0.30% | 0.85% | Q4 2021 | Q3 2023 | 6 |
Barber Financial Group, Inc. | 3 | 1 | 0.07% | 0.74% | 2.70% | Q2 2018 | Q3 2022 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q1 2021 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.01% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.06% | 0.90% | 1.84% | Q3 2018 | Q4 2019 | 6 |
UBS AG | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
United Asset Strategies, Inc. | 4 | 2 | 0.06% | 0.15% | 0.32% | Q1 2018 | Q3 2023 | 6 |
Marietta Wealth Management, LLC | 6 | 6 | 0.17% | 0.35% | 0.57% | Q1 2021 | Q2 2022 | 6 |
Strategic Equity Management | 6 | 6 | 0.58% | 0.99% | 1.83% | Q4 2020 | Q1 2022 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.01% | 0.14% | 0.42% | Q4 2018 | Q1 2020 | 6 |
Bluesphere Advisors, LLC | 6 | 6 | 1.74% | 2.36% | 3.42% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 5 | 1 | 0.01% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 6 |
FIRST AMERICAN TRUST, FSB | 6 | 6 | 0.17% | 0.63% | 1.21% | Q2 2022 | Q3 2023 | 6 |
Icon Wealth Partners, LLC | 5 | 1 | 0.01% | 0.07% | 0.14% | Q1 2019 | Q4 2021 | 6 |
GREENUP STREET WEALTH MANAGEMENT LLC | 6 | 6 | 0.15% | 0.72% | 1.54% | Q2 2022 | Q3 2023 | 6 |
BANK OF NOVA SCOTIA | 4 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q2 2022 | 6 |
DHK Financial Advisors, Inc. | 6 | 6 | 0.56% | 1.40% | 1.98% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.60% | 0.96% | Q1 2022 | Q2 2023 | 6 |
First Allied Asset Management, Inc. | 4 | 2 | 0.06% | 0.11% | 0.24% | Q2 2013 | Q4 2014 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Seneca House Advisors | 6 | 6 | 0.92% | 1.03% | 1.20% | Q4 2017 | Q1 2019 | 6 |
Highlander Capital Management, LLC | 6 | 6 | 0.01% | 0.13% | 0.18% | Q4 2016 | Q1 2018 | 6 |
EAGLE GLOBAL ADVISORS LLC | 5 | 1 | 0.01% | 0.07% | 0.11% | Q1 2015 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.15% | 0.43% | 0.60% | Q1 2018 | Q2 2019 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Apollon Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.13% | 0.19% | 0.24% | Q4 2016 | Q1 2018 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.28% | 0.55% | Q4 2021 | Q3 2023 | 6 |
Continuum Advisory, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 3.28% | 3.74% | 4.14% | Q2 2022 | Q3 2023 | 6 |
Pflug Koory, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
PRUDENTIAL PLC | 3 | 1 | 0.01% | 0.87% | 2.90% | Q2 2017 | Q1 2020 | 6 |
Argentus Capital Management, LLC | 6 | 6 | 0.02% | 0.16% | 0.72% | Q2 2015 | Q3 2016 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q4 2022 | 6 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 6 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.09% | 0.58% | 1.57% | Q2 2017 | Q3 2018 | 6 |
Kovack Advisors, Inc. | 3 | 3 | 0.08% | 0.99% | 2.29% | Q3 2013 | Q3 2018 | 6 |
Orinda Asset Management LLC | 6 | 6 | 0.13% | 0.19% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Clark Capital Management Group, Inc. | 4 | 2 | 0.19% | 0.23% | 0.33% | Q1 2017 | Q3 2018 | 6 |
HAYS ADVISORY LLC | 5 | 5 | 0.41% | 0.50% | 0.60% | Q3 2017 | Q3 2018 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2018 | Q3 2019 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
First Command Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.01% | 0.12% | 0.26% | Q4 2017 | Q4 2018 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 2 | 0.01% | 0.53% | 2.15% | Q1 2017 | Q3 2018 | 5 |
Greystone Financial Group, LLC | 3 | 1 | 0.05% | 0.83% | 3.84% | Q4 2020 | Q3 2023 | 5 |
Mayflower Financial Advisors, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.12% | 0.15% | 0.19% | Q1 2015 | Q1 2016 | 5 |
ARS Wealth Advisors, LLC | 5 | 5 | 5.35% | 6.22% | 7.05% | Q4 2013 | Q4 2014 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Lumature Wealth Partners, LLC | 5 | 5 | 0.02% | 0.58% | 2.49% | Q2 2022 | Q2 2023 | 5 |
FINANCIAL LIFE ADVISORS | 5 | 5 | 0.11% | 0.36% | 1.02% | Q3 2022 | Q3 2023 | 5 |
F3Logic, LLC | 5 | 5 | 0.05% | 0.36% | 0.92% | Q1 2018 | Q1 2019 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 5 |
PineBridge Investments, L.P. | 4 | 1 | 0.13% | 0.45% | 0.78% | Q1 2014 | Q3 2019 | 5 |
Mount Yale Investment Advisors, LLC | 5 | 5 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q2 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.81% | 0.92% | 1.23% | Q3 2022 | Q3 2023 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.45% | 0.67% | 0.86% | Q1 2021 | Q1 2022 | 5 |
Snider Financial Group | 5 | 5 | 0.13% | 0.33% | 0.62% | Q2 2021 | Q2 2022 | 5 |
S. R. Schill & Associates | 5 | 5 | 1.11% | 2.39% | 3.21% | Q2 2018 | Q2 2019 | 5 |
Pinnacle Advisory Group, Inc. | 4 | 1 | 0.02% | 0.18% | 0.54% | Q2 2016 | Q4 2018 | 5 |
Seven Springs Wealth Group, LLC | 5 | 5 | 0.41% | 2.77% | 4.36% | Q1 2022 | Q1 2023 | 5 |
MIDDLETON & CO INC/MA | 5 | 5 | 0.03% | 0.70% | 1.78% | Q3 2022 | Q3 2023 | 5 |
Sargent Bickham Lagudis LLC | 4 | 1 | 0.01% | 0.42% | 0.72% | Q4 2018 | Q4 2022 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.20% | 0.40% | Q4 2016 | Q4 2017 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Eagle Capital Management, LLC | 5 | 5 | 8.11% | 8.49% | 9.38% | Q4 2013 | Q4 2014 | 5 |
SONATA CAPITAL GROUP INC | 5 | 5 | 0.54% | 0.71% | 0.78% | Q4 2014 | Q4 2015 | 5 |
Traverso Chambers Private Wealth Management, LLC | 5 | 5 | 0.56% | 0.68% | 0.77% | Q4 2018 | Q4 2019 | 5 |
Truvestments Capital LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2021 | 5 |
GABLES CAPITAL MANAGEMENT INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
STABLEFORD CAPITAL II LLC | 4 | 1 | 0.46% | 6.55% | 14.03% | Q2 2018 | Q4 2019 | 5 |
B, B, H, & B INC. | 5 | 5 | 0.27% | 3.30% | 6.52% | Q4 2020 | Q4 2021 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 5 |
Walleye Trading LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.28% | 3.57% | 6.70% | Q4 2017 | Q4 2018 | 5 |
THEORY FINANCIAL LLC | 3 | 2 | 0.18% | 2.40% | 4.02% | Q1 2022 | Q2 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FIRST INTERSTATE BANK | 3 | 2 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2023 | 5 |
F-Squared Investment Management, LLC | 5 | 5 | 2.35% | 2.73% | 2.89% | Q3 2013 | Q3 2014 | 5 |
Westwind Capital | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Covestor Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.23% | 0.80% | Q3 2017 | Q3 2022 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.05% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 1.03% | 1.14% | 1.36% | Q3 2022 | Q3 2023 | 5 |
TRUE Private Wealth Advisors | 4 | 1 | 0.01% | 0.88% | 4.10% | Q2 2019 | Q3 2023 | 5 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.01% | 0.12% | 0.58% | Q4 2021 | Q3 2023 | 5 |
Moors & Cabot, Inc. | 4 | 1 | 0.04% | 0.06% | 0.14% | Q1 2018 | Q3 2019 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.44% | 1.18% | 1.76% | Q2 2021 | Q2 2022 | 5 |
FIDUCIENT ADVISORS LLC | 5 | 5 | 0.14% | 0.21% | 0.30% | Q2 2022 | Q2 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.30% | 0.32% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 5 |
Marks Wealth, LLC | 5 | 5 | 3.41% | 3.95% | 4.93% | Q1 2021 | Q1 2022 | 5 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.09% | 0.23% | 0.42% | Q1 2010 | Q3 2023 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 2 | 0.25% | 1.08% | 1.68% | Q3 2014 | Q2 2019 | 5 |
VSR Financial Services, Inc. | 2 | 1 | 0.03% | 0.13% | 0.33% | Q2 2013 | Q2 2016 | 5 |
SAGE RHINO CAPITAL LLC | 5 | 5 | 0.24% | 0.29% | 0.34% | Q2 2020 | Q2 2021 | 5 |
UNIONVIEW, LLC | 4 | 1 | 0.21% | 0.33% | 0.45% | Q1 2022 | Q3 2023 | 5 |
VisionPoint Advisory Group, LLC | 5 | 5 | 0.07% | 0.13% | 0.18% | Q4 2018 | Q4 2019 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.65% | 3.08% | Q1 2022 | Q3 2023 | 5 |
Leonetti & Associates, LLC | 5 | 5 | 0.66% | 2.32% | 5.78% | Q4 2017 | Q4 2018 | 5 |
Virtus Family Office LLC | 5 | 5 | 4.48% | 6.39% | 7.50% | Q3 2022 | Q3 2023 | 5 |
KCS Wealth Advisory | 5 | 5 | 0.21% | 0.33% | 0.61% | Q4 2017 | Q4 2018 | 5 |
SOUTHERN CAPITAL ADVISORS, LLC | 5 | 5 | 0.60% | 0.69% | 0.79% | Q1 2022 | Q1 2023 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Towerpoint Wealth, LLC | 5 | 5 | 0.19% | 0.55% | 0.94% | Q4 2017 | Q4 2018 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 5 |
IRONWOOD WEALTH MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
WEALTHFRONT Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
361 CAPITAL LLC | 5 | 5 | 0.04% | 0.13% | 0.20% | Q2 2018 | Q2 2019 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.17% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.26% | 0.64% | 1.21% | Q4 2016 | Q4 2017 | 5 |
Treynor Bancshares, Inc. | 5 | 5 | 1.16% | 3.27% | 4.61% | Q3 2022 | Q3 2023 | 5 |
Venturi Wealth Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Triumph Capital Management | 3 | 2 | 0.02% | 0.69% | 1.64% | Q1 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2020 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Quantum Capital Management, LLC / NJ | 4 | 4 | 4.44% | 5.35% | 6.24% | Q2 2013 | Q1 2014 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
MTM Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Helen Stephens Group, LLC | 4 | 4 | 0.22% | 0.33% | 0.44% | Q4 2022 | Q3 2023 | 4 |
BENEDICT FINANCIAL ADVISORS INC | 4 | 4 | 0.85% | 0.89% | 0.92% | Q3 2021 | Q2 2022 | 4 |
Foresight Wealth Management, LLC | 4 | 4 | 0.15% | 0.56% | 1.52% | Q4 2018 | Q3 2019 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 0.24% | 0.28% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.30% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Bull Oak Capital, LLC | 2 | 2 | 2.11% | 2.93% | 4.42% | Q4 2021 | Q4 2022 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 4 |
TRUST CO OF VERMONT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.12% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
SWISS REINSURANCE CO LTD | 4 | 4 | 2.18% | 9.08% | 24.23% | Q3 2013 | Q2 2014 | 4 |
Oliver Luxxe Assets LLC | 4 | 4 | 0.21% | 0.21% | 0.22% | Q3 2017 | Q2 2018 | 4 |
FLC Capital Advisors | 4 | 4 | 0.13% | 0.15% | 0.21% | Q4 2018 | Q3 2019 | 4 |
Simmons Bank | 4 | 4 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q4 2019 | 4 |
AlphaCore Capital LLC | 2 | 2 | 0.30% | 0.35% | 0.42% | Q4 2019 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.14% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.11% | 0.43% | 1.11% | Q1 2020 | Q3 2023 | 4 |
Centric Wealth Management | 4 | 4 | 0.54% | 0.72% | 0.89% | Q4 2020 | Q3 2021 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 4 |
Paracle Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q2 2020 | Q1 2021 | 4 |
Providence Capital Advisors, LLC | 3 | 1 | 0.31% | 0.47% | 0.54% | Q1 2022 | Q3 2023 | 4 |
Karn, Couzens & Associates, Inc. | 4 | 4 | 0.25% | 0.28% | 0.32% | Q2 2021 | Q1 2022 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 1.29% | 1.36% | 1.44% | Q4 2022 | Q3 2023 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2021 | Q3 2022 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.50% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.72% | 0.92% | 1.21% | Q1 2022 | Q4 2022 | 4 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.31% | 0.77% | 1.45% | Q2 2017 | Q3 2020 | 4 |
Cabot-Wellington, LLC | 4 | 4 | 0.26% | 0.52% | 0.67% | Q2 2014 | Q1 2015 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q2 2018 | Q1 2019 | 4 |
BANQUE PICTET & CIE SA | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Crew Capital Management, Ltd. | 3 | 1 | 0.37% | 0.51% | 0.59% | Q1 2022 | Q2 2023 | 4 |
Chanos & Co LP | 4 | 4 | 0.92% | 1.91% | 4.56% | Q1 2018 | Q4 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 4 |
Oakworth Capital, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.31% | 0.45% | 0.54% | Q4 2021 | Q3 2022 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.67% | 0.96% | 1.33% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Center For Asset Management LLC | 3 | 1 | 0.33% | 0.55% | 0.80% | Q2 2021 | Q4 2022 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.17% | Q4 2021 | Q4 2022 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q2 2017 | 4 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 2 | 0.34% | 0.83% | 1.41% | Q2 2022 | Q3 2023 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.13% | 0.22% | 0.40% | Q2 2013 | Q1 2014 | 4 |
Capstone Triton Financial Group, LLC | 3 | 1 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q3 2022 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.21% | 0.25% | 0.30% | Q2 2020 | Q1 2021 | 4 |
BTC Capital Management, Inc. | 4 | 4 | 0.58% | 0.60% | 0.64% | Q3 2014 | Q2 2015 | 4 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2019 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Ackerman Capital Advisors, LLC | 4 | 4 | 0.01% | 0.22% | 0.68% | Q4 2018 | Q3 2019 | 4 |
OLD DOMINION CAPITAL MANAGEMENT INC | 4 | 4 | 1.82% | 2.06% | 2.43% | Q4 2020 | Q3 2021 | 4 |
RELIANCE TRUST CO | 4 | 4 | 0.24% | 0.30% | 0.36% | Q4 2013 | Q3 2014 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.06% | 0.31% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 1.24% | 1.28% | 1.30% | Q4 2018 | Q3 2023 | 4 |
EMERSON INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q4 2015 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.14% | 0.43% | 0.71% | Q4 2017 | Q3 2018 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.07% | 0.12% | 0.15% | Q3 2022 | Q2 2023 | 4 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 4 | 0.23% | 0.29% | 0.32% | Q1 2022 | Q4 2022 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
LVW Advisors, LLC | 4 | 4 | 0.23% | 0.24% | 0.25% | Q4 2018 | Q3 2019 | 4 |
First International Bank & Trust | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
CONNING INC. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q3 2018 | Q2 2019 | 4 |
CHILTON INVESTMENT CO INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.61% | 1.22% | 2.92% | Q1 2020 | Q3 2021 | 4 |
Astoria Portfolio Advisors LLC. | 3 | 1 | 0.11% | 0.44% | 0.86% | Q4 2021 | Q4 2022 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Estate Counselors, LLC | 4 | 4 | 0.02% | 0.17% | 0.26% | Q1 2021 | Q4 2021 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.08% | 0.32% | Q1 2015 | Q4 2015 | 4 |
Allred Capital Management, LLC | 3 | 1 | 0.02% | 0.11% | 0.16% | Q4 2018 | Q4 2019 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 1.78% | 1.89% | 1.97% | Q4 2017 | Q3 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.06% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.21% | 1.56% | 2.04% | Q4 2019 | Q3 2020 | 4 |
OAK FAMILY ADVISORS, LLC | 4 | 4 | 0.72% | 0.96% | 1.28% | Q1 2022 | Q4 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 5.47% | 5.63% | 5.94% | Q4 2018 | Q4 2019 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 3.33% | 4.56% | 5.82% | Q4 2022 | Q3 2023 | 4 |
Knuff & Co LLC | 4 | 4 | 0.01% | 0.88% | 2.20% | Q1 2022 | Q4 2022 | 4 |
PFS INVESTMENTS INC. | 3 | 1 | 0.25% | 0.34% | 0.41% | Q1 2018 | Q1 2022 | 4 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.08% | 0.27% | 0.38% | Q3 2022 | Q3 2023 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 3 | 1 | 0.09% | 0.12% | 0.18% | Q4 2016 | Q1 2020 | 4 |
Azimuth Capital Investment Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Bruderman Asset Management, LLC | 4 | 4 | 0.01% | 0.11% | 0.21% | Q1 2019 | Q4 2019 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.96% | 1.88% | 2.85% | Q4 2018 | Q3 2019 | 4 |
Blue Edge Capital, LLC | 4 | 4 | 1.24% | 1.41% | 1.50% | Q1 2022 | Q4 2022 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.38% | 1.05% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q3 2014 | Q3 2015 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.15% | 0.18% | 0.22% | Q2 2021 | Q1 2022 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.08% | 0.16% | 0.27% | Q3 2020 | Q2 2021 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.07% | 0.13% | 0.19% | Q1 2015 | Q4 2015 | 4 |
Allen Capital Group, LLC | 4 | 4 | 0.08% | 0.20% | 0.24% | Q1 2019 | Q4 2019 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.29% | 0.51% | 0.82% | Q4 2018 | Q3 2019 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Pachira Investments Inc. | 4 | 4 | 5.50% | 7.72% | 9.30% | Q1 2021 | Q4 2021 | 4 |
Compass Ion Advisors, LLC | 3 | 1 | 0.10% | 0.15% | 0.19% | Q3 2021 | Q3 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Ascent Group, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.07% | 0.11% | 0.14% | Q3 2022 | Q2 2023 | 4 |
Autumn Glory Partners, LLC | 4 | 4 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Stonehearth Capital Management, LLC | 4 | 4 | 0.32% | 0.46% | 0.80% | Q1 2022 | Q4 2022 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 2.66% | 3.30% | 4.15% | Q4 2022 | Q3 2023 | 4 |
Saba Capital Management, L.P. | 3 | 3 | 0.02% | 0.50% | 1.44% | Q4 2013 | Q2 2014 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.19% | Q1 2019 | Q3 2019 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.04% | 0.08% | 0.17% | Q3 2016 | Q1 2017 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
SG Select LLC | 3 | 3 | 7.09% | 7.78% | 8.21% | Q3 2013 | Q1 2014 | 3 |
Barnett & Company, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.02% | 0.20% | 0.58% | Q4 2019 | Q4 2020 | 3 |
Advisors Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 3 |
Quadrant Private Wealth Management, LLC | 2 | 1 | 0.08% | 0.19% | 0.24% | Q2 2019 | Q4 2022 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
STOCK YARDS BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PACES FERRY WEALTH ADVISORS, LLC | 3 | 3 | 4.28% | 4.39% | 4.58% | Q1 2023 | Q3 2023 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Stone Toro Investment Advisers, LP | 3 | 3 | 1.41% | 1.96% | 2.72% | Q3 2013 | Q1 2014 | 3 |
BAYSHORE ASSET MANAGEMENT, LLC | 3 | 3 | 0.22% | 0.30% | 0.41% | Q4 2021 | Q2 2022 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.54% | 0.61% | 0.71% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Rotella Capital Management, Inc. | 3 | 3 | 1.23% | 1.56% | 2.09% | Q2 2013 | Q4 2013 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Lion Street Advisors, LLC | 1 | 1 | 0.58% | 0.71% | 0.92% | Q1 2020 | Q2 2021 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.06% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Breakwater Capital Group | 3 | 3 | 0.11% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.08% | 0.18% | 0.26% | Q1 2014 | Q3 2014 | 3 |
PRING TURNER CAPITAL GROUP INC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2014 | Q3 2015 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 3.51% | 3.95% | 4.33% | Q4 2021 | Q2 2022 | 3 |
Industrial Alliance Investment Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.39% | 0.43% | 0.46% | Q2 2016 | Q4 2016 | 3 |
Zullo Investment Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Asio Capital, LLC | 3 | 3 | 2.98% | 3.65% | 4.86% | Q1 2022 | Q3 2022 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.08% | 0.13% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Gerber Kawasaki Wealth & Investment Management | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.28% | 0.30% | 0.33% | Q1 2018 | Q3 2018 | 3 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2017 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 1.62% | 2.50% | 3.32% | Q4 2018 | Q2 2019 | 3 |
Ascendant Capital Management, LLC | 1 | 1 | 0.89% | 5.98% | 12.39% | Q1 2021 | Q1 2023 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
QS Investors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.48% | 0.51% | 0.54% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.42% | 1.45% | 1.51% | Q4 2022 | Q3 2023 | 3 |
ACG Wealth | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.12% | 0.29% | 0.45% | Q4 2021 | Q2 2022 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.48% | 0.60% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Townsend & Associates, Inc | 3 | 3 | 0.62% | 0.66% | 0.71% | Q1 2022 | Q3 2022 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.05% | 0.08% | 0.11% | Q3 2018 | Q1 2019 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.39% | 0.93% | 1.97% | Q4 2022 | Q2 2023 | 3 |
Clarity Financial LLC | 2 | 1 | 0.04% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2017 | 3 |
Cougar Global Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SimpliFi, Inc. | 3 | 3 | 1.02% | 1.43% | 1.93% | Q4 2017 | Q2 2018 | 3 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 3 |
Congress Wealth Management LLC / DE / | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q3 2023 | 3 |
San Luis Wealth Advisors LLC | 3 | 3 | 0.00% | 0.46% | 0.98% | Q1 2022 | Q3 2022 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
JUNCTURE WEALTH STRATEGIES, LLC | 3 | 3 | 0.18% | 0.36% | 0.53% | Q1 2019 | Q3 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
FIRST NATIONAL TRUST CO | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q1 2020 | 3 |
Royal Harbor Partners, LLC | 3 | 3 | 3.09% | 3.91% | 5.10% | Q1 2022 | Q3 2022 | 3 |
NORTHERN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.81% | 1.27% | 1.55% | Q2 2018 | Q4 2018 | 3 |
Centennial Wealth Advisory LLC | 2 | 1 | 0.27% | 1.75% | 4.58% | Q4 2020 | Q4 2022 | 3 |
RiverTree Advisors, LLC | 2 | 1 | 1.30% | 1.71% | 1.93% | Q1 2021 | Q1 2022 | 3 |
Psagot Value Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Advisor Resource Council | 3 | 3 | 0.09% | 0.20% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Columbia Trust Co 01012016 | 3 | 3 | 0.24% | 0.42% | 0.52% | Q4 2019 | Q2 2020 | 3 |
MATTERN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.01% | 0.59% | 1.75% | Q4 2022 | Q2 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.13% | 0.24% | Q4 2017 | Q4 2018 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
RDA Financial Network | 3 | 3 | 0.88% | 1.12% | 1.27% | Q1 2023 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.00% | 0.12% | 0.18% | Q4 2013 | Q4 2015 | 3 |
Bremer Bank National Association | 2 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2022 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.21% | 0.26% | 0.28% | Q4 2018 | Q2 2019 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.21% | 0.24% | Q4 2014 | Q2 2015 | 3 |
Eldridge Investment Advisors, Inc. | 2 | 1 | 0.11% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Curran Financial Partners, LLC | 3 | 3 | 0.13% | 0.17% | 0.23% | Q1 2021 | Q3 2021 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q4 2022 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.04% | 1.89% | 5.58% | Q4 2018 | Q4 2019 | 3 |
Argent Wealth Management LLC | 3 | 3 | 1.98% | 2.08% | 2.18% | Q4 2019 | Q2 2020 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 3 |
Clearshares LLC | 3 | 3 | 0.82% | 0.85% | 0.89% | Q1 2020 | Q3 2020 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 3 |
SWM Advisors | 3 | 3 | 5.14% | 5.94% | 6.68% | Q1 2022 | Q3 2022 | 3 |
Fortress Wealth Group, LLC | 2 | 1 | 0.23% | 1.56% | 3.32% | Q1 2022 | Q4 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HCR Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
SPRING CREEK CAPITAL LLC | 3 | 3 | 0.13% | 0.53% | 0.80% | Q2 2018 | Q4 2018 | 3 |
Phraction Management LLC | 3 | 3 | 0.15% | 0.72% | 1.07% | Q4 2021 | Q2 2022 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2019 | Q2 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q2 2016 | Q4 2016 | 3 |
Watermark Asset Management, Inc. | 2 | 2 | 0.56% | 0.59% | 0.62% | Q3 2018 | Q4 2018 | 2 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 2 |
Rain Capital Management, LLC | 2 | 2 | 0.00% | 1.41% | 2.82% | Q2 2022 | Q3 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2018 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 1.24% | 2.44% | Q4 2020 | Q2 2022 | 2 |
Choate Investment Advisors | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 2 | 2 | 0.33% | 1.23% | 2.14% | Q3 2022 | Q4 2022 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q3 2022 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.91% | 0.93% | 0.95% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.10% | 0.24% | 0.38% | Q1 2022 | Q2 2022 | 2 |
AXS Investments LLC | 2 | 2 | 0.81% | 0.88% | 0.95% | Q2 2023 | Q3 2023 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 0.76% | 1.00% | 1.24% | Q4 2019 | Q1 2020 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 2.40% | 2.40% | 2.40% | Q4 2021 | Q2 2022 | 2 |
LaSalle St. Investment Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.11% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 2 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2021 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q1 2020 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.38% | 0.52% | Q1 2023 | Q3 2023 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2019 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.16% | 0.31% | Q4 2017 | Q3 2018 | 2 |
Capital One Investing, Inc. | 2 | 2 | 0.08% | 0.13% | 0.18% | Q2 2019 | Q3 2019 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DeDora Capital, Inc. | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q4 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.05% | 0.26% | 0.47% | Q4 2022 | Q1 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.64% | 0.80% | 0.96% | Q1 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.07% | 0.56% | 1.06% | Q4 2022 | Q1 2023 | 2 |
Abundance Wealth Counselors | 2 | 2 | 0.10% | 0.38% | 0.67% | Q4 2018 | Q1 2019 | 2 |
Magnolia Wealth Management, LLC | 2 | 2 | 20.56% | 21.54% | 22.51% | Q1 2022 | Q2 2022 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 1.63% | 1.63% | 1.64% | Q4 2016 | Q1 2017 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.79% | 0.80% | 0.80% | Q4 2018 | Q1 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q3 2019 | Q4 2019 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.26% | 0.33% | 0.40% | Q2 2022 | Q3 2022 | 2 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 2 |
Cardinal Strategic Wealth Guidance | 2 | 2 | 0.10% | 0.18% | 0.25% | Q1 2022 | Q2 2022 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 1.96% | 2.41% | 2.86% | Q3 2022 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.26% | 0.34% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.66% | 0.85% | 1.04% | Q1 2015 | Q2 2015 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.57% | 1.68% | 2.78% | Q4 2019 | Q4 2020 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2016 | Q2 2016 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q2 2023 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q1 2017 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Independence Wealth Advisors, Inc. | 2 | 2 | 0.93% | 0.93% | 0.94% | Q4 2017 | Q1 2018 | 2 |
EDGE ASSET MANAGEMENT, INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.88% | 0.90% | 0.91% | Q1 2014 | Q2 2014 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RETIREMENT CAPITAL STRATEGIES | 2 | 2 | 9.33% | 9.52% | 9.71% | Q3 2022 | Q4 2022 | 2 |
CLIENT 1ST ADVISORY GROUP, LLC | 2 | 2 | 0.53% | 0.81% | 1.10% | Q4 2019 | Q1 2020 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Private Portfolio Partners LLC | 1 | 1 | 0.15% | 0.17% | 0.20% | Q4 2018 | Q2 2019 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HT Partners LLC | 2 | 2 | 0.83% | 1.07% | 1.32% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.21% | 0.22% | 0.24% | Q2 2017 | Q3 2017 | 2 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 0.34% | 0.36% | 0.37% | Q2 2022 | Q3 2022 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2013 | Q4 2019 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2022 | 2 |
Bray Capital Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
State of Tennessee, Treasury Department | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 2 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Simplify Asset Management Inc. | 2 | 2 | 0.03% | 0.12% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.96% | 1.05% | 1.13% | Q1 2017 | Q4 2019 | 2 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
Omega Financial Group, LLC | 2 | 2 | 0.44% | 0.46% | 0.47% | Q2 2020 | Q3 2020 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Tri-Star Advisors Inc. | 2 | 2 | 0.97% | 1.75% | 2.53% | Q2 2020 | Q3 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.38% | 1.41% | 1.44% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.34% | 0.38% | 0.42% | Q2 2013 | Q3 2013 | 2 |
Summit Financial, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 2 |
Bridge Advisory, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Country Club Trust Company, n.a. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2021 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Exchange Bank | 2 | 2 | 0.21% | 0.35% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Glovista Investments LLC | 2 | 2 | 0.63% | 0.94% | 1.25% | Q2 2018 | Q3 2018 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 9.26% | 13.15% | 17.04% | Q3 2018 | Q4 2018 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Wells Financial Advisors INC | 2 | 2 | 0.58% | 0.59% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Plan Group Financial, LLC | 1 | 1 | 0.23% | 0.39% | 0.54% | Q2 2022 | Q3 2023 | 2 |
Inlet Private Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 1.48% | 1.52% | 1.56% | Q2 2023 | Q3 2023 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
FOUNDERS BANK & TRUST | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2013 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q3 2013 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q1 2015 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 1.52% | 1.62% | 1.72% | Q2 2018 | Q3 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.17% | 0.33% | Q4 2019 | Q1 2020 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.46% | 0.60% | 0.73% | Q2 2023 | Q3 2023 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.46% | 0.91% | Q4 2015 | Q1 2017 | 2 |
Family Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.27% | 0.34% | 0.42% | Q4 2018 | Q2 2023 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Windsor Wealth Management, Inc. | 2 | 2 | 1.30% | 1.54% | 1.78% | Q4 2021 | Q1 2022 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 5.08% | 5.22% | 5.37% | Q2 2023 | Q3 2023 | 2 |
ESL Trust Services, LLC | 2 | 2 | 0.77% | 0.80% | 0.84% | Q4 2019 | Q1 2020 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.05% | 0.25% | 0.45% | Q4 2021 | Q1 2022 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 2 |
Segment Wealth Management, LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q1 2018 | Q2 2018 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 2 |
Taylor Hoffman Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Invst, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 2 |
Avestar Capital, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q2 2022 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q1 2019 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.86% | 1.25% | 1.65% | Q3 2022 | Q4 2022 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Revisor Wealth Management LLC | 1 | 1 | 0.19% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 2 |
Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.12% | 0.72% | 1.32% | Q4 2017 | Q1 2018 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Private Capital Advisors, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2017 | Q3 2017 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.14% | 2.28% | 4.41% | Q4 2018 | Q1 2019 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
G&S Capital LLC | 1 | 1 | 4.54% | 4.54% | 4.54% | Q1 2023 | Q1 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TKG Advisors, LLC | 1 | 1 | 4.72% | 4.72% | 4.72% | Q1 2023 | Q1 2023 | 1 |
Williams Financial, LLC | 1 | 1 | 7.13% | 7.13% | 7.13% | Q4 2022 | Q4 2022 | 1 |
Tevis Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 6.99% | 6.99% | 6.99% | Q1 2022 | Q1 2022 | 1 |
VANCE WEALTH, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2013 | Q2 2013 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
1492 Capital Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2022 | Q1 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MCIA Inc | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2019 | Q4 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q4 2022 | Q4 2022 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q4 2018 | Q4 2018 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2019 | Q4 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2018 | Q4 2018 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 4.11% | 4.11% | 4.11% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2013 | Q4 2013 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Parkside Investments, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2022 | Q2 2022 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2018 | Q3 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Element Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2023 | Q4 2023 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Farmers National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
KENNICOTT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2021 | Q3 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 14.25% | 14.25% | 14.25% | Q3 2015 | Q3 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2013 | Q2 2013 | 1 |
CMC Financial Group | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JB Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2019 | Q1 2019 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Divergent Planning, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2022 | Q4 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
RESTON WEALTH MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 13.50% | 13.50% | 13.50% | Q2 2023 | Q2 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
EXELON CORP | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2021 | Q4 2021 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2017 | Q4 2017 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Model Capital Management LLC | 1 | 1 | 10.72% | 10.72% | 10.72% | Q3 2020 | Q3 2020 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 6.18% | 6.18% | 6.18% | Q2 2022 | Q2 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2018 | Q4 2018 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
JSF Financial, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q4 2022 | Q4 2022 | 1 |
55I, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Olympiad Research LP | 1 | 1 | 4.08% | 4.08% | 4.08% | Q4 2019 | Q4 2019 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2018 | Q1 2018 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2022 | Q1 2022 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2022 | Q3 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2017 | Q1 2017 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2018 | Q3 2018 | 1 |
Great Point Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 4.21% | 4.21% | 4.21% | Q3 2018 | Q3 2018 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Texan Capital Management | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2017 | Q1 2017 | 1 |
Brio Consultants, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 4.25% | 4.25% | 4.25% | Q3 2023 | Q3 2023 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ROGCO, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q1 2021 | Q1 2021 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Perfromance Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Graypoint LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Truepoint, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lombard Odier & Cie (Bahamas) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PARTHENON LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 3.23% | 3.23% | 3.23% | Q3 2023 | Q3 2023 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 3.90% | 3.90% | 3.90% | Q3 2023 | Q3 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alaska Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2015 | Q4 2015 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 5.17% | 5.17% | 5.17% | Q4 2022 | Q4 2022 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
CIBC BANK USA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.